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Fundrise Innovation shares owned by Western Wealth Management

Quarter-by-quarter ownership of Fundrise Innovation shares owned by Western Wealth Management from 13F filings

Historical chart of Western Wealth Management investment in Fundrise Innovation

Tip: Access up to 7 years of quarterly data

All positions including Fundrise Innovation held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundrise Innovation by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 116 130.96

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Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding Fundrise Innovation

CloudAlpha Capital Management Limited/Hong Kong
Garden State Investment Advisory Services
Moss Adams Wealth Advisors
Weiss Asset Management LP[1
Kestra Private Wealth Services
Scientech Research
Marex Group
UBS Group
FNY Investment Advisers
MAI Wealth Advisors
Western Wealth Management
Crewe Advisors
Morgan Stanley
Gables Capital Management
Rossby Financial, LCC

View all funds holding Fundrise Innovation