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CAPTRUST FINANCIAL ADVISORS: IYR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 10,357 IYR 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 10,357 shares
    Change vs previous 13F -1,597 shares

    <0.01% of the 13F portfolio, value $1,058,980.

    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 11,954 shares
    Change vs previous 13F +1,847 shares

    <0.01% of the 13F portfolio, value $1,130,350.

    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 10,107 shares
    Change vs previous 13F +531 shares

    <0.01% of the 13F portfolio, value $948,904.

    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 9,576 shares
    Change vs previous 13F -800 shares

    <0.01% of the 13F portfolio, value $929,680.

    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 10,376 shares
    Change vs previous 13F -346 shares

    <0.01% of the 13F portfolio, value $983,302.

    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 10,722 shares
    Change vs previous 13F -4,038 shares

    <0.01% of the 13F portfolio, value $1,026,637.

    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 14,760 shares
    Change vs previous 13F -161 shares

    <0.01% of the 13F portfolio, value $1,373,529.

    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 14,921 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,519,960.

    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).