Skip to content
Disclosery

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

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

Stamos Capital Partners, L.P. held 53,836 USRT 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 53,836 shares
    Change vs previous 13F -3,617 shares

    0.55% of the 13F portfolio, value $3,577,402.

    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 57,453 shares
    Change vs previous 13F +3,361 shares

    0.53% of the 13F portfolio, value $3,400,643.

    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 54,092 shares
    Change vs previous 13F +22,709 shares

    0.5% of the 13F portfolio, value $3,081,080.

    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 31,383 shares
    Change vs previous 13F -17,797 shares

    0.35% of the 13F portfolio, value $1,842,810.

    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 49,180 shares
    Change vs previous 13F +19,171 shares

    0.5% of the 13F portfolio, value $2,781,621.

    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 30,009 shares
    Change vs previous 13F -5,081 shares

    0.45% of the 13F portfolio, value $1,728,518.

    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 35,090 shares
    Change vs previous 13F +14,910 shares

    0.47% of the 13F portfolio, value $2,011,008.

    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 20,180 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,242,483.

    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).