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Disclosery

Rock Point Advisors, LLC: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rock Point Advisors, LLC on IYR, newest first. How the timeline and the estimate are built.

Rock Point Advisors, LLC held 3,185 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,185 shares
    Change vs previous 13F -125 shares

    0.08% of the 13F portfolio, value $325,666.

    13F-HR 0001301540-26-000004 filed by Rock Point Advisors, LLC
    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 3,310 shares
    Change vs previous 13F -130 shares

    0.08% of the 13F portfolio, value $312,994.

    13F-HR 0001301540-26-000002 filed by Rock Point Advisors, LLC
    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 3,440 shares
    Change vs previous 13F -455 shares

    0.08% of the 13F portfolio, value $322,982.

    13F-HR 0001301540-26-000001 filed by Rock Point Advisors, LLC
    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 3,895 shares
    Change vs previous 13F -740 shares

    0.1% of the 13F portfolio, value $378,127.

    13F-HR 0001301540-25-000009 filed by Rock Point Advisors, LLC
    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 4,635 shares
    Change vs previous 13F -870 shares

    0.12% of the 13F portfolio, value $439,259.

    13F-HR 0001301540-25-000005 filed by Rock Point Advisors, LLC
    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 5,505 shares
    Change vs previous 13F -60 shares

    0.16% of the 13F portfolio, value $527,104.

    13F-HR 0001301540-25-000003 filed by Rock Point Advisors, LLC
    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 5,565 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $517,879.

    13F-HR 0001301540-25-000001 filed by Rock Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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