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Disclosery

Corient Private Wealth LP: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on IYR, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 28,944 IYR shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 28,944 shares
    Change vs previous 13F -5,639 shares

    <0.01% of the 13F portfolio, value $2,959,546.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 34,583 shares
    Change vs previous 13F -3,506 shares

    <0.01% of the 13F portfolio, value $3,230,131.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 38,089 shares
    Change vs previous 13F +6,610 shares

    <0.01% of the 13F portfolio, value $3,634,557.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 31,479 shares
    Change vs previous 13F -384 shares

    <0.01% of the 13F portfolio, value $3,055,968.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 31,863 shares
    Change vs previous 13F -11,975 shares

    <0.01% of the 13F portfolio, value $3,019,255.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 43,838 shares
    Change vs previous 13F -2,949 shares

    0.01% of the 13F portfolio, value $4,197,507.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 46,787 shares
    Change vs previous 13F -5,058 shares

    0.01% of the 13F portfolio, value $4,354,188.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 51,845 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,627,238.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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