Skip to content
Disclosery

MAI Capital Management: IYR position timeline

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

MAI Capital Management held 14,886 IYR 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 14,886 shares
    Change vs previous 13F -448 shares

    0.01% of the 13F portfolio, value $1,522,142.

    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 15,334 shares
    Change vs previous 13F +2,678 shares

    0.01% of the 13F portfolio, value $1,450,001.

    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 12,656 shares
    Change vs previous 13F +189 shares

    0.01% of the 13F portfolio, value $1,188,261.

    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 12,467 shares
    Change vs previous 13F +878 shares

    0.01% of the 13F portfolio, value $1,210,271.

    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 11,589 shares
    Change vs previous 13F -168 shares

    0.01% of the 13F portfolio, value $1,098,280.

    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 11,757 shares
    Change vs previous 13F -2,511 shares

    0.01% of the 13F portfolio, value $1,125,694.

    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 14,268 shares
    Change vs previous 13F +780 shares

    0.01% of the 13F portfolio, value $1,327,777.

    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 13,488 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,374,040.

    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).