Sumitomo Mitsui DS Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Sumitomo Mitsui DS Asset Management’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.8M	Buy	+545,813	New	+$55.4M	0.39%	55

Other funds holding IYR

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's IYR Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 545,813 shares worth $55.8M. The stake represents 0.39% of the portfolio and ranks #55 among its holdings.

103 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 545,813 shares of iShares US Real Estate ETF worth $55.8M as of Q2 2026.
iShares US Real Estate ETF was a new Sumitomo Mitsui DS Asset Management position in Q2 2026.
iShares US Real Estate ETF made up 0.39% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #55 holding.
103 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.