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Disclosery

WealthNavi Inc.: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthNavi Inc. on IYR, newest first. How the timeline and the estimate are built.

WealthNavi Inc. held 5,870,511 IYR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,870,511 shares
    Change vs previous 13F -139,738 shares

    4.7% of the 13F portfolio, value $600,260,000.

    13F-HR 0001104659-26-086034 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,010,249 shares
    Change vs previous 13F +171,312 shares

    4.93% of the 13F portfolio, value $568,329,000.

    13F-HR 0001104659-26-045706 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,838,937 shares
    Change vs previous 13F +540,270 shares

    4.84% of the 13F portfolio, value $548,218,000.

    13F-HR 0001104659-26-003858 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,298,667 shares
    Change vs previous 13F +403,581 shares

    4.77% of the 13F portfolio, value $514,395,000.

    13F-HR 0001104659-25-099545 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,895,086 shares
    Change vs previous 13F +198,229 shares

    4.67% of the 13F portfolio, value $463,907,000.

    13F-HR 0001104659-25-068814 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,696,857 shares
    Change vs previous 13F +240,853 shares

    5% of the 13F portfolio, value $449,724,000.

    13F-HR 0001104659-25-034358 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,456,004 shares
    Change vs previous 13F +68,048 shares

    4.82% of the 13F portfolio, value $414,676,000.

    13F-HR 0001104659-25-010100 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,387,956 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $447,001,000.

    13F-HR 0001104659-24-110709 filed by WealthNavi Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).