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ADELL HARRIMAN & CARPENTER INC: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADELL HARRIMAN & CARPENTER INC on IYR, newest first. How the timeline and the estimate are built.

ADELL HARRIMAN & CARPENTER INC held 5,059 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,059 shares
    Change vs previous 13F -1,469 shares

    0.03% of the 13F portfolio, value $517,364.

    13F-HR 0001134152-26-000008 filed by ADELL HARRIMAN & CARPENTER 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 6,528 shares
    Change vs previous 13F -1,087 shares

    0.04% of the 13F portfolio, value $617,362.

    13F-HR 0001134152-26-000006 filed by ADELL HARRIMAN & CARPENTER 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 7,615 shares
    Change vs previous 13F -1,012 shares

    0.04% of the 13F portfolio, value $715,046.

    13F-HR 0001134152-26-000002 filed by ADELL HARRIMAN & CARPENTER 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 8,627 shares
    Change vs previous 13F -250 shares

    0.05% of the 13F portfolio, value $837,576.

    13F-HR 0001134152-25-000011 filed by ADELL HARRIMAN & CARPENTER 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 8,877 shares
    Change vs previous 13F -450 shares

    0.06% of the 13F portfolio, value $841,339.

    13F-HR 0001134152-25-000006 filed by ADELL HARRIMAN & CARPENTER 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 9,327 shares
    Change vs previous 13F -2,115 shares

    0.07% of the 13F portfolio, value $893,126.

    13F-HR 0001134152-25-000004 filed by ADELL HARRIMAN & CARPENTER 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 11,442 shares
    Change vs previous 13F -400 shares

    0.07% of the 13F portfolio, value $1,064,857.

    13F-HR 0001134152-25-000002 filed by ADELL HARRIMAN & CARPENTER 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 11,842 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,206,415.

    13F-HR 0001134152-24-000010 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

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