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Sumitomo Mitsui Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Sumitomo Mitsui Financial Group’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 		$12.1M Sell
118,215
-7,842
-6% -$796K 0.23% 45
2026
Q1 		$11.9M Sell
126,057
-1,094
-0.9% -$106K 0.24% 45
2025
Q4 		$11.9M Buy
127,151
+818
+0.6% +$78K 0.21% 45
2025
Q3 		$12.3M Sell
126,333
-2,004
-2% -$193K 0.22% 42
2025
Q2 		$12.2M Buy
128,337
+1,403
+1% +$131K 0.2% 42
2025
Q1 		$12.2M Buy
126,934
+7,235
+6% +$688K 0.22% 40
2024
Q4 		$11.1M Buy
119,699
+20,072
+20% +$1.98M 0.15% 45
2024
Q3 		$10.1M Buy
99,627
+8,158
+9% +$786K 0.23% 40
2024
Q2 		$8.03M Buy
91,469
+11,293
+14% +$969K 0.25% 44
2024
Q1 		$7.21M Sell
80,176
-3,073
-4% -$272K 0.22% 42
2023
Q4 		$7.61M Buy
83,249
+10,085
+14% +$826K 0.24% 45
2023
Q3 		$5.72M Buy
73,164
+11,757
+19% +$1M 0.18% 52
2023
Q2 		$5.31M Sell
61,407
-6,063
-9% -$509K 0.17% 55
2023
Q1 		$5.73M Buy
67,470
+16,572
+33% +$1.45M 0.18% 53
2022
Q4 		$4.29M Buy
50,898
+6,011
+13% +$505K 0.16% 61
2022
Q3 		$3.65M Sell
44,887
-6,127
-12% -$580K 0.15% 69
2022
Q2 		$4.68M Sell
51,014
-6,373
-11% -$635K 0.13% 77
2022
Q1 		$6.2M Buy
57,387
+3,780
+7% +$399K 0.18% 69
2021
Q4 		$6.23M Buy
53,607
+3,746
+8% +$410K 0.18% 64
2021
Q3 		$5.11M Buy
49,861
+11,088
+29% +$1.18M 0.12% 71
2021
Q2 		$3.95M Buy
38,773
+5,456
+16% +$542K 0.09% 71
2021
Q1 		$3.06M Sell
33,317
-3,379
-9% -$297K 0.07% 69
2020
Q4 		$3.14M Buy
36,696
+4,723
+15% +$393K 0.08% 69
2020
Q3 		$2.55M Buy
31,973
+2,987
+10% +$241K 0.09% 62
2020
Q2 		$2.28M Sell
28,986
-1,204
-4% -$91.3K 0.08% 56
2020
Q1 		$2.1M Buy
30,190
+8,354
+38% +$739K 0.1% 59
2019
Q4 		$2.03M Buy
21,836
+6,416
+42% +$595K 0.16% 51
2019
Q3 		$1.44M Buy
15,420
+5,520
+56% +$503K 0.12% 55
2019
Q2 		$864K Buy
9,900
+1,832
+23% +$160K 0.07% 64
2019
Q1 		$702K Sell
8,068
-631
-7% -$52.2K 0.06% 66
2018
Q4 		$650K Sell
8,699
-3,226
-27% -$254K 0.04% 66
2018
Q3 		$954K Sell
11,925
-6,702
-36% -$546K 0.08% 56
2018
Q2 		$1.5M Sell
18,627
-24,565
-57% -$1.89M 0.15% 44
2018
Q1 		$3.26M Sell
43,192
-12,006
-22% -$911K 0.3% 25
2017
Q4 		$4.47M Sell
55,198
-219
-0.4% -$17.8K 0.59% 12
2017
Q3 		$4.43M Buy
55,417
+14,302
+35% +$1.15M 0.52% 16
2017
Q2 		$3.28M Buy
+41,115
New +$3.27M 0.67% 15

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Sumitomo Mitsui Financial Group's IYR Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its iShares US Real Estate ETF (IYR) stake by 6.2% in Q2 2026, selling an estimated $796K and leaving 118,215 shares worth $12.1M. The position accounts for 0.23% of the portfolio, ranked #45.

Sumitomo Mitsui Financial Group first reported a position in IYR in Q2 2017 and has held it in 37 quarters since. The position peaked at $12.3M in Q3 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 118,215 shares of iShares US Real Estate ETF worth $12.1M as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 7,842 iShares US Real Estate ETF shares in Q2 2026, an estimated $796K.
  • iShares US Real Estate ETF made up 0.23% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #45 holding.
  • Sumitomo Mitsui Financial Group first reported a position in iShares US Real Estate ETF in Q2 2017 and has held it in 37 quarters since.
  • Sumitomo Mitsui Financial Group's iShares US Real Estate ETF position peaked at $12.3M in Q3 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.