Capital Planning Advisors, LLC's ownership history for JIRE

Capital Planning Advisors, LLC currently holds 318.3K shares with a market value of $23.8M. It started holding JIRE on 2025-06-30. At its peak, it held 318.3K shares on 2025-12-31. Its highest holding value was $23.8M on 2025-12-31. At its lowest, it held 279.6K shares on 2025-06-30, with a value of $19.8M on 2025-06-30. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 38.8K.