James Investment Research Inc Incresed Positions in Q3 2025

James Investment Research Inc

  • $882 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
285
+ 0.48%
$117.65 - $120.08 $33.5K - $34.2K
59.5K $7.11M
LPG
Dorian Lpg Ltd.

Energy
26
+ 0.24%
$24.6 - $32.7 $640 - $850
10.7K $319K
WETF
Wisdom Tree Investments, Inc.

Financial Services
10K
+ 18.53%
N/A
64K $349K
ALKS
Alkermes Plc.

Healthcare
1.16K
+ 12.76%
$26.13 - $30.46 $30.4K - $35.4K
10.3K $308K
XLP
Consumer Staples Sector Spdr

ETFs
606
+ 12.23%
N/A
5.56K $422K
EPR
Epr Properties

Real Estate
789
+ 13.38%
$52.58 - $61.21 $41.5K - $48.3K
6.69K $387K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
1.82K
+ 6.22%
$23.53 - $23.75 $42.9K - $43.3K
31.2K $735K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
200
+ 0.69%
$48.5 - $50.19 $9.7K - $10K
29K $1.45M
SELF
Global Self Storage, Inc.

Real Estate
8.5K
+ 54.49%
$5.0 - $5.45 $42.5K - $46.3K
24.1K $120K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
2.8K
+ 18.32%
$19.08 - $23.53 $53.4K - $65.9K
18.1K $353K
EBND
Spdr Bloomberg Emerging Market

ETFs
1.41K
+ 13.95%
$20.95 - $21.57 $29.6K - $30.5K
11.6K $246K
ICVT
Ishares Tr Convertible Bond Et

ETFs
19
+ 0.73%
$89.29 - $100.17 $1.7K - $1.9K
2.62K $262K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
67
+ 3.21%
$108.46 - $120.63 $7.27K - $8.08K
2.15K $255K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
321
+ 5.52%
$78.11 - $79.07 $25.1K - $25.4K
6.13K $483K
EFG
Msci Eafe Growth ETF

ETFs
69
+ 0.95%
$106.99 - $114.46 $7.38K - $7.9K
7.3K $831K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
50
+ 0.79%
$75.26 - $80.19 $3.76K - $4.01K
6.35K $506K
IBMO
Ishares Tr Ibonds December 202

ETFs
600
+ 1.02%
$25.58 - $25.72 $15.3K - $15.4K
59.4K $1.52M
LFT
Lument Finance Trust, Inc.

Real Estate
8K
+ 80.0%
$2.02 - $2.41 $16.2K - $19.3K
18K $36K
RAVE
Rave Restaurant Group, Inc.

Consumer Cyclical
1K
+ 6.67%
$2.66 - $3.64 $2.66K - $3.64K
16K $53K
BCC
Boise Cascade CO

Basic Materials
1.04K
+ 13.76%
$76.61 - $93.75 $79.9K - $97.8K
8.62K $666K
Fidelity Covington Trust
3.06K
+ 16.18%
N/A
22K $0
Global X Fds
1.28K
+ 1.73%
N/A
75.3K $0
Exchange Traded Concepts Tru
2.36K
+ 47.43%
N/A
7.35K $0
CWEN
Clearway Energy, Inc.

Utilities
473
+ 6.31%
$27.89 - $32.98 $13.2K - $15.6K
7.97K $225K
CVU
Cpi Aerostructures, Inc.

Industrials
2.5K
+ 9.41%
$2.38 - $3.53 $5.95K - $8.83K
29.1K $73K
PRGS
Progress Software Corp

Technology
1.85K
+ 30.89%
$40.98 - $55.52 $75.6K - $102K
7.82K $343K
MTDR
Matador Resources CO

Energy
1.48K
+ 2.8%
$44.93 - $52.55 $66.3K - $77.6K
54.2K $2.44M
ITGR
Integer Holdings Corp

Healthcare
1.37K
+ 11.16%
$100.19 - $121.77 $137K - $167K
13.7K $1.41M
EAT
Brinker International, Inc

Consumer Cyclical
4.91K
+ 33.01%
$126.68 - $184.02 $622K - $904K
19.8K $2.51M
NFLX
Netflix Inc

Communication Services
40
+ 2.11%
$1147.87 - $1297.18 $45.9K - $51.9K
1.94K $2.32M
Activity Summary
Buys All Purchases 156 New Holdings 25 Increased Positions 131 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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