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Washington Real Estate Investment Trust shares owned by OptiFour Integrated Wealth Management

Quarter-by-quarter ownership of Washington Real Estate Investment Trust (ELME) shares owned by OptiFour Integrated Wealth Management from 13F filings

Historical chart of OptiFour Integrated Wealth Management investment in Washington Real Estate Investment Trust

Tip: Access up to 7 years of quarterly data

All positions including Washington Real Estate Investment Trust held by OptiFour Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Washington Real Estate Investment Trust by OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $292k 10k 29.20
2019-09-30 $274k 10k 27.40
2019-06-30 $267k 10k 26.70

More positions owned by OptiFour Integrated Wealth Management

iShares S&P 1500 Index Fund (ITOT)
Schwab U S Broad Market ETF (SCHB)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Ishares Core Intl Stock Etf core (IXUS)
iShares Lehman Aggregate Bond (AGG)
SPDR Barclays Capital TIPS (SPIP)
Ishares Tr fltg rate nt (FLOT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Global Reit Etf (REET)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Schwab International Equity ETF (SCHF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us aggregate b (SCHZ)
Alamo (ALG)

View all positions for OptiFour Integrated Wealth Management

Top funds holding Washington Real Estate Investment Trust

BlackRock
BlackRock
Vanguard Group
State Street Corporation
Thornburg Investment Management
Geode Capital Management
Allspring Global Investments Holdings
William Blair Investment Management
Charles Schwab Investment Management
Nuveen Asset Management
Ing Clarion Real Estate Securities
Citadel Advisors
Dimensional Fund Advisors
Renaissance Technologies
Northern Trust

View all funds holding Washington Real Estate Investment Trust