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MATRIX ASSET ADVISORS INC/NY: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on IJR, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 69,038 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 69,038 shares
    Change vs previous 13F -401 shares

    0.77% of the 13F portfolio, value $9,391,941.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 69,439 shares
    Change vs previous 13F +1,470 shares

    0.84% of the 13F portfolio, value $10,298,554.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 67,969 shares
    Change vs previous 13F +5,095 shares

    0.78% of the 13F portfolio, value $8,449,179.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 62,874 shares
    Change vs previous 13F +5,168 shares

    0.68% of the 13F portfolio, value $7,556,209.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 57,706 shares
    Change vs previous 13F +2,888 shares

    0.64% of the 13F portfolio, value $6,857,313.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 54,818 shares
    Change vs previous 13F +6,150 shares

    0.61% of the 13F portfolio, value $5,991,102.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 48,668 shares
    Change vs previous 13F +6,457 shares

    0.56% of the 13F portfolio, value $5,089,223.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 42,211 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,863,586.

    13F-HR 0001172661-25-000313 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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