UBS AM
IYR icon

UBS AM’s iShares US Real Estate ETF IYR Stock Holding History

UBS AM’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 		$96.7K Hold
946
– – ﹤0.01% 2827
2026
Q1 		$89.5K Buy
946
+901
+2,002% +$87.5K ﹤0.01% 2860
2025
Q4 		$4.22K Buy
+45
New +$4.29K ﹤0.01% 3008
2024
Q3 		– Sell
-88,483
Closed -$7.76M – 2827
2024
Q2 		$7.76M Buy
+88,483
New +$7.59M ﹤0.01% 1252
2022
Q4 		– Sell
-330,121
Closed -$26.9M – 2638
2022
Q3 		$26.9M Buy
+330,121
New +$31.2M 0.02% 692
2019
Q4 		– Sell
-11
Closed -$1.03K – 2703
2019
Q3 		$1.03K Hold
11
– – ﹤0.01% 2872
2019
Q2 		$960 Hold
11
– – ﹤0.01% 2844
2019
Q1 		$957 Hold
11
– – ﹤0.01% 2775
2018
Q4 		$824 Hold
11
– – ﹤0.01% 2760
2018
Q3 		$880 Hold
11
– – ﹤0.01% 2757
2018
Q2 		$886 Hold
11
– – ﹤0.01% 2766
2018
Q1 		$830 Hold
11
– – ﹤0.01% 2648
2017
Q4 		$891 Hold
11
– – ﹤0.01% 2568
2017
Q3 		$879 Hold
11
– – ﹤0.01% 2526
2017
Q2 		$877 Hold
11
– – ﹤0.01% 2516
2017
Q1 		$863 Hold
11
– – ﹤0.01% 2454
2016
Q4 		$1K Buy
+11
New +$836 ﹤0.01% 2477
2015
Q2 		– Sell
-3,710
Closed -$294K – 2711
2015
Q1 		$294K Sell
3,710
-590
-14% -$47.2K ﹤0.01% 2273
2014
Q4 		$330K Sell
4,300
-300
-7% -$22.4K ﹤0.01% 2165
2014
Q3 		$318K Sell
4,600
-1,200
-21% -$86.9K ﹤0.01% 2113
2014
Q2 		$416K Sell
5,800
-1,900
-25% -$134K ﹤0.01% 1992
2014
Q1 		$521K Hold
7,700
– – ﹤0.01% 1868
2013
Q4 		$486K Hold
7,700
– – ﹤0.01% 1826
2013
Q3 		$491K Sell
7,700
-700
-8% -$45.7K ﹤0.01% 1787
2013
Q2 		$558K Buy
+8,400
New +$594K ﹤0.01% 1665

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

UBS AM's IYR Position: Q2 2026 in Review

UBS AM held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 946 shares worth $96.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

UBS AM first reported a position in IYR in Q2 2013 and has held it in 25 quarters since. The position peaked at $26.9M in Q3 2022. 485 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • UBS AM held 946 shares of iShares US Real Estate ETF worth $96.7K as of Q2 2026.
  • UBS AM left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2827 holding.
  • UBS AM first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 25 quarters since.
  • UBS AM's iShares US Real Estate ETF position peaked at $26.9M in Q3 2022.
  • 485 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.