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Disclosery

MAI Capital Management: IJR position timeline

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

MAI Capital Management held 2,048,983 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,048,983 shares
    Change vs previous 13F +79,301 shares

    1.16% of the 13F portfolio, value $303,884,654.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 1,969,682 shares
    Change vs previous 13F -61,943 shares

    1.39% of the 13F portfolio, value $244,851,202.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 2,031,625 shares
    Change vs previous 13F +23,726 shares

    1.41% of the 13F portfolio, value $244,160,703.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 2,007,899 shares
    Change vs previous 13F -18,246 shares

    1.49% of the 13F portfolio, value $238,598,588.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 2,026,145 shares
    Change vs previous 13F +35,231 shares

    1.54% of the 13F portfolio, value $221,437,364.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 1,990,914 shares
    Change vs previous 13F +169,893 shares

    1.58% of the 13F portfolio, value $208,189,842.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 1,821,021 shares
    Change vs previous 13F +201,380 shares

    1.56% of the 13F portfolio, value $209,818,042.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 1,619,641 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $189,433,240.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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