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CAPTRUST FINANCIAL ADVISORS: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on IJR, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 901,357 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 901,357 shares
    Change vs previous 13F +45,068 shares

    0.2% of the 13F portfolio, value $133,680,239.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 856,289 shares
    Change vs previous 13F -3,872 shares

    0.19% of the 13F portfolio, value $106,443,623.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 860,161 shares
    Change vs previous 13F +16,705 shares

    0.2% of the 13F portfolio, value $103,374,093.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 843,456 shares
    Change vs previous 13F +4,673 shares

    0.2% of the 13F portfolio, value $100,227,874.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 838,783 shares
    Change vs previous 13F -22,386 shares

    0.2% of the 13F portfolio, value $91,670,624.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 861,169 shares
    Change vs previous 13F +124,144 shares

    0.23% of the 13F portfolio, value $90,052,400.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 737,025 shares
    Change vs previous 13F -4,683 shares

    0.24% of the 13F portfolio, value $84,920,040.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 741,708 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $86,750,173.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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