L3VLUP
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
16
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 3 listed it in both
Shares listed
3,463,753
combined, among listed positions
Reported value
$328m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 7 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,733,719.

Managers listing IYR in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

16 of 16 holders

ActionFiling
T. Rowe Price Associates Inc1,518,964$144munder 0.1%Trimmed-1,423,96415 May 2026 (the filing on sec.gov)
Two Sigma Investments LP984,203$93m0.08%Trimmed-729,20015 May 2026 (the filing on sec.gov)
Citadel Advisors LLC300,815$28munder 0.1%Trimmed-190,69215 May 2026 (the filing on sec.gov)
Millennium Management LLC206,361$20munder 0.1%Added+151,72215 May 2026 (the filing on sec.gov)
Walleye Capital LLC180,000$17m0.07%Added+169,55613 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP70,999$6.7munder 0.1%Trimmed-99,07315 May 2026 (the filing on sec.gov)
Jane Street Group LLC66,211$6.3munder 0.1%Trimmed-368,13312 May 2026 (the filing on sec.gov)
Marshall Wace LLP51,861$4.9munder 0.1%Added+44,14115 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)22,484$2.1munder 0.1%Added+92215 May 2026 (the filing on sec.gov)
Holocene Advisors LP15,000$1.4munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Verition Fund Management LLC13,762$1.3munder 0.1%Trimmed-3,37115 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC11,326$1.1munder 0.1%Trimmed-48,49015 May 2026 (the filing on sec.gov)
Discovery Capital Management LLC10,055$951kunder 0.1%Held015 May 2026 (the filing on sec.gov)
AllianceBernstein LP4,590$431kunder 0.1%Trimmed-1,40715 May 2026 (the filing on sec.gov)
AQR Capital Management LLC3,824$362kunder 0.1%Added+70815 May 2026 (the filing on sec.gov)
GAMCO Investors Inc3,298$312kunder 0.1%Added+1,04114 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q2 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

0358102014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IYR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20133$168mn.a.n.a.
Q3 20131$1.6mn.a.n.a.
Q4 20133$38mn.a.n.a.
Q1 20141$229mn.a.n.a.
Q2 20143$58mn.a.n.a.
Q3 20143$197mn.a.n.a.
Q4 20143$60mn.a.n.a.
Q1 20154$184mn.a.n.a.
Q2 20154$201mn.a.n.a.
Q3 20154$141mn.a.n.a.
Q4 20155$161mn.a.n.a.
Q1 20162$161mn.a.n.a.
Q2 20164$135mn.a.n.a.
Q3 20163$150mn.a.n.a.
Q4 20161$538kn.a.n.a.
Q1 20172$155mn.a.n.a.
Q2 20174$118mn.a.n.a.
Q3 20171$2.6mn.a.n.a.
Q4 20175$224mn.a.n.a.
Q1 20184$105mn.a.n.a.
Q2 20184$106mn.a.n.a.
Q3 20182$124mn.a.n.a.
Q4 20184$78mn.a.n.a.
Q1 20192$16mn.a.n.a.
Q2 20192$15mn.a.n.a.
Q3 20191$4.7mn.a.n.a.
Q4 20195$83mn.a.n.a.
Q1 20203$14mn.a.n.a.
Q2 20202$33mn.a.n.a.
Q3 20201$443mn.a.n.a.
Q4 20204$610mn.a.n.a.
Q1 20214$836mn.a.n.a.
Q2 20214$692mn.a.n.a.
Q3 20214$719mn.a.n.a.
Q4 20215$861mn.a.n.a.
Q1 20223$769mn.a.n.a.
Q2 20229$574mn.a.n.a.
Q3 20227$175mn.a.n.a.
Q4 20223$53mn.a.n.a.
Q1 20234$113mn.a.n.a.
Q2 20235$85mn.a.n.a.
Q3 20235$93mn.a.n.a.
Q4 20233$49m31
Q1 20241$3.8m11
Q2 20241$19m10
Q3 20243$39m31
Q4 20244$99m40
Q1 20252$6.6m12
Q3 20251$20m10
Q4 20253$438m157
Q1 20263$111m713
Q2 20263$16m1111

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

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How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IYR, latest filings →Back to the 13F Explorer →