Who Owns IYR
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in IYR.
Who crossed 5% of IYR →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Legacy Private Trust Co.U.S. REAL ES ETF18.1K shadded | $1.7M |
| Apella Capital, LLCU.S. REAL ES ETF13.3K shadded | $1.2M |
| Farther Finance Advisors, LLCETF8.9K shadded | $849.4K |
| CenterStar Asset Management, LLCU.S. REAL ES ETF8K sh— | $760.3K |
| ELEVATION WEALTH PARTNERS, LLCU.S. REAL ES ETF6.8K shheld | $645.3K |
| Ballew Advisors, IncU.S. REAL ES ETF4.9K shtrimmed | $468K |
| Valeo Financial Advisors, LLCETF4.4K shadded | $413.5K |
| CYPRESS FINANCIAL PLANNING LLCU.S. REAL ES ETF3.5K shheld | $329.5K |
| ROCKLAND TRUST COU.S. REAL ES ETF2.9K shtrimmed | $278.1K |
| Taylor & Morgan Wealth Management, LLCU.S. REAL ES ETF2.6K shadded | $248.6K |
| Pacifica Partners Inc.U.S. REAL ES ETF1.6K shheld | $148.3K |
| Acropolis Investment Management, LLCU.S. REAL ES ETF1.3K shheld | $124K |
| CoreCap Advisors, LLCETF885 shadded | $84.1K |
| GAMMA Investing LLCETF191 shadded | $18.2K |
| Frisco Financial Planning LLCExchange Traded Fund174 shheld | $16.5K |
| EASTERN BANKU.S. REAL ES ETF132 shheld | $12.5K |
| Horizons Wealth ManagementETF129 shheld | $12.3K |
| Trust CoETF51 sh— | $4.8K |
| Investors Research CorpU.S. REAL ES ETF48 shheld | $4.6K |
| ARMSTRONG ADVISORY GROUP, INCU.S. REAL ES ETF24 shtrimmed | $2.3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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