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

UBS 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 Q1	–	Sell	-528,500	Closed	-$49.6M	–	10836
2025 Q4	$49.6M	Buy	528,500 +117,000	+28%	+$11.2M	0.01%	1637
2025 Q3	$39.9M	Buy	411,500 +383,200	+1,354%	+$36.9M	0.01%	1853
2025 Q2	$2.68M	Sell	28,300 -844,800	-97%	-$78.8M	﹤0.01%	4512
2025 Q1	$83.6M	Sell	873,100 -125,400	-13%	-$11.9M	0.02%	1049
2024 Q4	$92.9M	Buy	998,500 +621,800	+165%	+$61.3M	0.02%	969
2024 Q3	$38.4M	Buy	376,700 +217,700	+137%	+$21M	0.01%	1349
2024 Q2	$14M	Sell	159,000 -201,000	-56%	-$17.2M	﹤0.01%	1967
2024 Q1	$32.4M	Buy	360,000 +351,000	+3,900%	+$31M	0.01%	1347
2023 Q4	$823K	Sell	9,000 -30,000	-77%	-$2.46M	﹤0.01%	4667
2023 Q3	$3.05M	Buy	39,000 +30,000	+333%	+$2.56M	﹤0.01%	3039
2023 Q2	$779K	Sell	9,000 -172,100	-95%	-$14.5M	﹤0.01%	4459
2023 Q1	$15.4M	Buy	181,100 +71,100	+65%	+$6.22M	0.01%	1586
2022 Q4	$9.26M	Hold	110,000	–	–	﹤0.01%	1983
2022 Q3	$8.96M	Hold	110,000	–	–	﹤0.01%	1885
2022 Q2	$10.1M	Buy	110,000 +10,000	+10%	+$997K	﹤0.01%	1815
2022 Q1	$10.8M	Buy	100,000 +34,500	+53%	+$3.64M	﹤0.01%	1881
2021 Q4	$7.61M	Hold	65,500	–	–	﹤0.01%	2395
2021 Q3	$6.71M	Hold	65,500	–	–	﹤0.01%	2378
2021 Q2	$6.68M	Buy	+65,500	New	+$6.5M	﹤0.01%	2396
2021 Q1	–	Sell	-396,911	Closed	-$34M	–	9237
2020 Q4	$34M	Buy	+396,911	New	+$33M	0.01%	1010
2020 Q3	–	Sell	-330,400	Closed	-$26M	–	8207
2020 Q2	$26M	Buy	330,400 +230,400	+230%	+$17.5M	0.01%	935
2020 Q1	$6.96M	Sell	100,000 -175,000	-64%	-$15.5M	﹤0.01%	1660
2019 Q4	$25.6M	Sell	275,000 -259,700	-49%	-$24.1M	0.01%	1199
2019 Q3	$50M	Sell	534,700 -95,300	-15%	-$8.68M	0.02%	691
2019 Q2	$55M	Buy	630,000 +512,900	+438%	+$44.9M	0.02%	631
2019 Q1	$10.2M	Sell	117,100 -317,200	-73%	-$26.2M	﹤0.01%	1663
2018 Q4	$32.5M	Buy	434,300 +97,500	+29%	+$7.66M	0.01%	807
2018 Q3	$27M	Buy	336,800 +202,200	+150%	+$16.5M	0.01%	1013
2018 Q2	$10.8M	Buy	134,600 +53,100	+65%	+$4.09M	﹤0.01%	1672
2018 Q1	$6.15M	Sell	81,500 -235,900	-74%	-$17.9M	﹤0.01%	2120
2017 Q4	$25.7M	Buy	317,400 +20,900	+7%	+$1.7M	0.01%	1030
2017 Q3	$23.7M	Sell	296,500 -298,400	-50%	-$24M	0.01%	1009
2017 Q2	$47.5M	Buy	594,900 +407,500	+217%	+$32.4M	0.02%	585
2017 Q1	$14.7M	Buy	187,400 +107,400	+134%	+$8.38M	0.01%	1230
2016 Q4	$6.16M	Sell	80,000 -916,600	-92%	-$69.6M	﹤0.01%	1910
2016 Q3	$80.4M	Buy	996,600 +831,600	+504%	+$68.9M	0.05%	377
2016 Q2	$13.6M	Buy	165,000 +60,000	+57%	+$4.7M	0.01%	1183
2016 Q1	$8.18M	Buy	105,000 +94,600	+910%	+$6.86M	0.01%	1464
2015 Q4	$781K	Buy	10,400 +4,100	+65%	+$306K	﹤0.01%	3601
2015 Q3	$447K	Buy	+6,300	New	+$459K	﹤0.01%	3999
2015 Q2	–	Sell	-5,600	Closed	-$444K	–	8668
2015 Q1	$444K	Sell	5,600 -586,200	-99%	-$46.9M	﹤0.01%	4230
2014 Q4	$45.5M	Buy	+591,800	New	+$44.3M	0.03%	577

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's IYR Position: Q2 2026 in Review

UBS Group increased its iShares US Real Estate ETF (IYR) stake by 51% in Q2 2026, buying an estimated $72M and bringing the position to 2,100,575 shares worth $215M. The position accounts for 0.03% of the portfolio, ranked #630.

UBS Group first reported a position in IYR in Q4 2014 and has held it in 47 quarters since. The position peaked at $565M in Q4 2019. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

UBS Group held 2,100,575 shares of iShares US Real Estate ETF worth $215M as of Q2 2026.
UBS Group bought 709,870 iShares US Real Estate ETF shares in Q2 2026, an estimated $72M.
iShares US Real Estate ETF made up 0.03% of UBS Group's portfolio in Q2 2026, its #630 holding.
UBS Group first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's iShares US Real Estate ETF position peaked at $565M in Q4 2019.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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