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Sand Hill Global Advisors, LLC: IYR position timeline

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

Sand Hill Global Advisors, LLC held 180,587 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,587 shares
    Change vs previous 13F -4,441 shares

    0.56% of the 13F portfolio, value $18,465,056.

    13F-HR 0001580642-26-005119 filed by Sand Hill Global 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 185,028 shares
    Change vs previous 13F +1,227 shares

    0.59% of the 13F portfolio, value $17,496,280.

    13F-HR 0001580642-26-003176 filed by Sand Hill Global 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 183,801 shares
    Change vs previous 13F +26,150 shares

    0.6% of the 13F portfolio, value $17,257,122.

    13F-HR 0001580642-26-001025 filed by Sand Hill Global 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 157,651 shares
    Change vs previous 13F +11,723 shares

    0.54% of the 13F portfolio, value $15,304,774.

    13F-HR 0001580642-25-007219 filed by Sand Hill Global 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 145,928 shares
    Change vs previous 13F -54 shares

    0.51% of the 13F portfolio, value $13,829,610.

    13F-HR 0001580642-25-005122 filed by Sand Hill Global 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 145,982 shares
    Change vs previous 13F -7,306 shares

    0.58% of the 13F portfolio, value $13,977,790.

    13F-HR 0001580642-25-003091 filed by Sand Hill Global 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 153,288 shares
    Change vs previous 13F -10,054 shares

    0.6% of the 13F portfolio, value $14,264,994.

    13F-HR 0001580642-25-000976 filed by Sand Hill Global Advisors, LLC
    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 163,342 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $16,639,664.

    13F-HR 0001580642-24-006890 filed by Sand Hill Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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