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	-457,200	Closed	-$42.9M	–	10837
2025 Q4	$42.9M	Buy	457,200 +249,100	+120%	+$23.7M	0.01%	1775
2025 Q3	$20.2M	Buy	208,100 +161,900	+350%	+$15.6M	﹤0.01%	2551
2025 Q2	$4.38M	Sell	46,200 -1,361,200	-97%	-$127M	﹤0.01%	4020
2025 Q1	$135M	Sell	1,407,400 -677,200	-32%	-$64.4M	0.02%	727
2024 Q4	$194M	Buy	2,084,600 +1,303,800	+167%	+$128M	0.04%	528
2024 Q3	$79.5M	Buy	780,800 +285,100	+58%	+$27.5M	0.02%	864
2024 Q2	$43.5M	Buy	495,700 +178,400	+56%	+$15.3M	0.01%	1131
2024 Q1	$28.5M	Sell	317,300 -1,763,000	-85%	-$156M	0.01%	1419
2023 Q4	$190M	Buy	2,080,300 +1,991,300	+2,237%	+$163M	0.06%	341
2023 Q3	$6.95M	Buy	89,000 +80,000	+889%	+$6.82M	﹤0.01%	2267
2023 Q2	$779K	Sell	9,000 -655,300	-99%	-$55M	﹤0.01%	4460
2023 Q1	$56.4M	Buy	664,300 +494,300	+291%	+$43.2M	0.02%	713
2022 Q4	$14.3M	Sell	170,000 -2,330,000	-93%	-$196M	0.01%	1660
2022 Q3	$204M	Buy	2,500,000 +2,083,300	+500%	+$197M	0.09%	230
2022 Q2	$38.3M	Buy	416,700 +90,800	+28%	+$9.05M	0.02%	891
2022 Q1	$35.3M	Buy	325,900 +260,400	+398%	+$27.5M	0.01%	1057
2021 Q4	$7.61M	Sell	65,500 -3,368,900	-98%	-$369M	﹤0.01%	2396
2021 Q3	$352M	Buy	3,434,400 +2,738,900	+394%	+$291M	0.11%	188
2021 Q2	$70.9M	Buy	695,500 +211,300	+44%	+$21M	0.02%	662
2021 Q1	$44.5M	Buy	484,200 +34,200	+8%	+$3M	0.01%	906
2020 Q4	$38.5M	Buy	+450,000	New	+$37.5M	0.01%	937
2020 Q3	–	Sell	-375,000	Closed	-$29.6M	–	8208
2020 Q2	$29.6M	Buy	375,000 +190,000	+103%	+$14.4M	0.01%	857
2020 Q1	$12.9M	Sell	185,000 -445,000	-71%	-$39.4M	0.01%	1237
2019 Q4	$58.6M	Hold	630,000	–	–	0.02%	685
2019 Q3	$58.9M	Buy	630,000 +400,000	+174%	+$36.4M	0.02%	606
2019 Q2	$20.1M	Sell	230,000 -100,000	-30%	-$8.75M	0.01%	1215
2019 Q1	$28.7M	Sell	330,000 -654,600	-66%	-$54.1M	0.01%	928
2018 Q4	$73.8M	Buy	984,600 +363,700	+59%	+$28.6M	0.03%	452
2018 Q3	$49.7M	Buy	620,900 +330,000	+113%	+$26.9M	0.02%	678
2018 Q2	$23.4M	Sell	290,900 -227,200	-44%	-$17.5M	0.01%	1072
2018 Q1	$39.1M	Buy	518,100 +276,300	+114%	+$21M	0.02%	755
2017 Q4	$19.6M	Buy	241,800 +197,700	+448%	+$16M	0.01%	1216
2017 Q3	$3.52M	Buy	+44,100	New	+$3.54M	﹤0.01%	2559
2017 Q2	–	Sell	-1,522,500	Closed	-$120M	–	7812
2017 Q1	$120M	Buy	1,522,500 +175,200	+13%	+$13.7M	0.07%	293
2016 Q4	$104M	Buy	1,347,300 +423,700	+46%	+$32.2M	0.06%	329
2016 Q3	$74.5M	Sell	923,600 -191,400	-17%	-$15.8M	0.04%	398
2016 Q2	$91.9M	Buy	1,115,000 +610,100	+121%	+$47.8M	0.06%	330
2016 Q1	$39.3M	Buy	504,900 +500,900	+12,523%	+$36.3M	0.03%	548
2015 Q4	$300K	Hold	4,000	–	–	﹤0.01%	4348
2015 Q3	$284K	Sell	4,000 -2,200	-35%	-$160K	﹤0.01%	4359
2015 Q2	$442K	Sell	6,200 -134,200	-96%	-$10.2M	﹤0.01%	4231
2015 Q1	$11.1M	Sell	140,400 -917,800	-87%	-$73.4M	0.01%	1393
2014 Q4	$81.3M	Buy	+1,058,200	New	+$79.1M	0.06%	346

Other funds holding IYR

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group's IYR Position: Q1 2026 in Review

UBS Group reduced its iShares US Real Estate ETF (IYR) stake by 18% in Q1 2026, selling an estimated $29.6M and leaving 1,390,705 shares worth $132M. The position accounts for 0.02% of the portfolio, ranked #848.

UBS Group first reported a position in IYR in Q4 2014 and has held it in 46 quarters since. The position peaked at $565M in Q4 2019. 458 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

UBS Group held 1,390,705 shares of iShares US Real Estate ETF worth $132M as of Q1 2026.
UBS Group sold 304,388 iShares US Real Estate ETF shares in Q1 2026, an estimated $29.6M.
iShares US Real Estate ETF made up 0.02% of UBS Group's portfolio in Q1 2026, its #848 holding.
UBS Group first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's iShares US Real Estate ETF position peaked at $565M in Q4 2019.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.