Vision Capital’s iShares US Real Estate ETF IYR Stock Holding History

Vision Capital’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	$74.6M	Buy	+730,000	New	+$74.1M	24.15%	1

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

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

Vision Capital's IYR Position: Q2 2024 in Review

Vision Capital sold out of iShares US Real Estate ETF (IYR) in Q2 2024, closing a stake of 276,225 shares — an estimated $24.8M sold.

Vision Capital first reported a position in IYR in Q1 2024 and held it in 1 quarter. The position peaked at $24.8M in Q1 2024. 462 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

Vision Capital reported no remaining iShares US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Vision Capital sold 276,225 iShares US Real Estate ETF shares in Q2 2024, an estimated $24.8M.
Vision Capital first reported a position in iShares US Real Estate ETF in Q1 2024 and held it in 1 quarter.
Vision Capital's iShares US Real Estate ETF position peaked at $24.8M in Q1 2024.
462 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

Based on Vision Capital's 13F filing for Q2 2024, filed 13 Aug 2024.