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Disclosery

Cerity Partners LLC: IYR position timeline

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

Cerity Partners LLC held 96,851 IYR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,851 shares
    Change vs previous 13F +17,390 shares

    0.01% of the 13F portfolio, value $9,903,016.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 79,461 shares
    Change vs previous 13F +30,136 shares

    0.01% of the 13F portfolio, value $7,513,913.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 49,325 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $4,631,165.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 49,360 shares
    Change vs previous 13F -2,206 shares

    0.01% of the 13F portfolio, value $4,791,859.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 51,566 shares
    Change vs previous 13F -1,415 shares

    0.01% of the 13F portfolio, value $4,886,836.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 52,981 shares
    Change vs previous 13F -1,359 shares

    0.01% of the 13F portfolio, value $5,072,899.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 54,340 shares
    Change vs previous 13F -218 shares

    0.01% of the 13F portfolio, value $5,061,051.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 54,558 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,557,779.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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