Klingman & Associates, LLC: IJR position timeline

Klingman & Associates, LLC held 596,811 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 596,811 shares

   Change vs previous 13F +4,016 shares

   3.77% of the 13F portfolio, value $88,513,019.

   13F-HR 0001172661-26-002895 filed by Klingman & Associates, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 592,795 shares

   Change vs previous 13F +25,363 shares

   3.53% of the 13F portfolio, value $73,690,286.

   13F-HR 0001172661-26-001944 filed by Klingman & Associates, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 567,432 shares

   Change vs previous 13F +15,881 shares

   3.29% of the 13F portfolio, value $68,193,942.

   13F-HR 0001172661-26-000376 filed by Klingman & Associates, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 551,551 shares

   Change vs previous 13F +17,025 shares

   3.31% of the 13F portfolio, value $65,540,864.

   13F-HR 0001172661-25-004438 filed by Klingman & Associates, LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 534,526 shares

   Change vs previous 13F -15,364 shares

   3.22% of the 13F portfolio, value $58,418,386.

   13F-HR 0001172661-25-002789 filed by Klingman & Associates, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 549,890 shares

   Change vs previous 13F +12,566 shares

   3.52% of the 13F portfolio, value $57,502,045.

   13F-HR 0001172661-25-001721 filed by Klingman & Associates, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 537,324 shares

   Change vs previous 13F +5,403 shares

   3.81% of the 13F portfolio, value $61,910,457.

   13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 531,921 shares

   Change vs previous 13F not available

   3.85% of the 13F portfolio, value $62,213,448.

   13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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