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Wellington-Altus USA’s iShares US Real Estate ETF IYR Stock Holding History

Wellington-Altus USA’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 		– Sell
-40
Closed -$4.09K – 686
2026
Q1 		$4.09K Buy
+40
New +$3.89K ﹤0.01% 648

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

Wellington-Altus USA's IYR Position: Q2 2026 in Review

Wellington-Altus USA sold out of iShares US Real Estate ETF (IYR) in Q2 2026, closing a stake of 40 shares — an estimated $4.09K sold.

Wellington-Altus USA first reported a position in IYR in Q1 2026 and held it in 1 quarter. The position peaked at $4.09K in Q1 2026. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Wellington-Altus USA reported no remaining iShares US Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington-Altus USA sold 40 iShares US Real Estate ETF shares in Q2 2026, an estimated $4.09K.
  • Wellington-Altus USA first reported a position in iShares US Real Estate ETF in Q1 2026 and held it in 1 quarter.
  • Wellington-Altus USA's iShares US Real Estate ETF position peaked at $4.09K in Q1 2026.
  • 487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.