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Stamos Capital Partners, L.P.: IYR position timeline

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

Stamos Capital Partners, L.P. held 34,953 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,953 shares
    Change vs previous 13F -3,347 shares

    0.55% of the 13F portfolio, value $3,573,944.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 38,300 shares
    Change vs previous 13F +5,489 shares

    0.57% of the 13F portfolio, value $3,621,648.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 32,811 shares
    Change vs previous 13F +13,981 shares

    0.5% of the 13F portfolio, value $3,080,625.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 18,830 shares
    Change vs previous 13F -10,773 shares

    0.34% of the 13F portfolio, value $1,828,016.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 29,603 shares
    Change vs previous 13F +11,567 shares

    0.5% of the 13F portfolio, value $2,805,476.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 18,036 shares
    Change vs previous 13F -3,514 shares

    0.45% of the 13F portfolio, value $1,726,947.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 21,550 shares
    Change vs previous 13F +9,310 shares

    0.47% of the 13F portfolio, value $2,005,443.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 12,240 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,246,889.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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