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CAPTRUST FINANCIAL ADVISORS: PHYS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 2,536,730 PHYS 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 2,536,730 shares
    Change vs previous 13F +4,790 shares

    0.12% of the 13F portfolio, value $76,533,144.

    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 2,531,940 shares
    Change vs previous 13F -12,977 shares

    0.16% of the 13F portfolio, value $89,731,954.

    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 2,544,917 shares
    Change vs previous 13F +84,018 shares

    0.16% of the 13F portfolio, value $84,033,157.

    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 2,460,899 shares
    Change vs previous 13F +7,559 shares

    0.15% of the 13F portfolio, value $72,891,827.

    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 2,453,340 shares
    Change vs previous 13F +22,778 shares

    0.14% of the 13F portfolio, value $62,192,167.

    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 2,430,562 shares
    Change vs previous 13F -16,948 shares

    0.15% of the 13F portfolio, value $58,479,320.

    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 2,447,510 shares
    Change vs previous 13F +170,025 shares

    0.14% of the 13F portfolio, value $49,292,850.

    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 2,277,485 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $46,415,143.

    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).