Who owns iShares FTSE NAREIT Resi Plus Capp?
- Ticker: REZ
- CUSIP Number: 464288562
Tip: Access positions for across all investors
Analyze quarterly positions in iShares FTSE NAREIT Resi Plus Capp with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares FTSE NAREIT Resi Plus Capp stock
Who bought or sold iShares FTSE NAREIT Resi Plus Capp this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch | 474k | $41M | 1% | Dec 2025 |
|
| Evergreen Capital Management | 230k | $19M | 37% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 217k | $18M | -14% | Dec 2025 |
|
| Aprio Wealth Management | 186k | $15M | 4% | Dec 2025 |
|
| Cornerstone Planning Group | 175k | $14M | 1% | Dec 2025 |
|
| Ameriprise Financial | 159k | $13M | 2% | Dec 2025 |
|
| Royal Bank of Canada | 154k | $13M | 4% | Sep 2025 |
|
| Bard Associates | 146k | $12M | 87% | Dec 2025 |
|
| LPL Financial | 145k | $12M | 23% | Dec 2025 |
|
| Van Eck Associates Corp. | 139k | $12M | 4% | Dec 2025 |
|
| Raymond James Financial | 117k | $9.7M | -1% | Dec 2025 |
|
| Advisor Group Holdings | 109k | $9.0M | -17% | Dec 2025 |
|
| Ascension Capital Advisors | 105k | $8.7M | 11% | Dec 2025 |
|
| Plan Group Financial | 67k | $5.5M | -1% | Dec 2025 |
|
| Mml Investors Services | 62k | $5.1M | 1% | Dec 2025 |
|
| Castle Wealth Management | 57k | $4.7M | -1% | Dec 2025 |
|
| Sovereign Financial Group | 56k | $4.7M | 7% | Dec 2025 |
|
| Fonville Wealth Management | 55k | $4.5M | 6% | Dec 2025 |
|
| Buckingham Strategic Partners | 49k | $4.0M | -41% | Dec 2025 |
|
| AXS Investments | 48k | $4.0M | -34% | Dec 2025 |
|
| Envestnet Asset Management | 47k | $3.8M | -42% | Dec 2025 |
|
| Cetera Investment Advisers | 46k | $3.8M | -4% | Dec 2025 |
|
| GAMCO Asset Management | 46k | $3.8M | -2% | Dec 2025 |
|
| Kure Advisory | 43k | $3.6M | 8% | Dec 2025 |
|
| Mariner Wealth Advisors | 39k | $3.2M | -4% | Dec 2025 |
|
| Wells Fargo & Company | 38k | $3.1M | -7% | Dec 2025 |
|
| Procyon Private Wealth Partners | 37k | $3.1M | -6% | Dec 2025 |
|
| Arkansas Financial | 36k | $3.0M | 10% | Dec 2025 |
|
| Colony | 31k | $2.5M | -2% | Dec 2025 |
|
| Commonwealth Equity Services | 30k | $2.5M | -8% | Dec 2025 |
|
| UBS Group | 29k | $2.4M | -13% | Dec 2025 |
|
| Partners Capital Investment Group | 29k | $2.4M | 0% | Dec 2025 |
|
| Mission Hills Financial Advisory | 27k | $2.2M | 4% | Dec 2025 |
|
| Continuum Advisory | 25k | $2.1M | -5% | Dec 2025 |
|
| High Probability Advisors | 23k | $1.9M | 0% | Dec 2025 |
|
| Pacific Sun Financial Corp | 23k | $1.9M | -4% | Dec 2025 |
|
| Burns Matteson Capital Management | 22k | $1.9M | -3% | Dec 2025 |
|
| Leavell Investment Management | 20k | $1.7M | 17% | Dec 2025 |
|
| Citadel Advisors | 18k | $1.5M | -64% | Sep 2025 |
|
| Sincerus Advisory | 18k | $1.4M | 16% | Dec 2025 |
|
| Jpmorgan Chase & Co | 17k | $1.4M | 100% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 16k | $1.3M | 1% | Dec 2025 |
|
| H&H Retirement Design & Management | 15k | $1.3M | 8% | Dec 2025 |
|
| CX Institutional | 15k | $1.3M | -3% | Dec 2025 |
|
| Goldman Sachs Group | 15k | $1.2M | -10% | Dec 2025 |
|
| Integrity Alliance | 15k | $1.2M | 5% | Dec 2025 |
|
| Creative Financial Designs | 15k | $1.2M | 7% | Dec 2025 |
|
| M Wealth Management | 14k | $1.2M | 3% | Dec 2025 |
|
| Cornerstone Management | 14k | $1.1M | -31% | Dec 2025 |
|
| Thrivent Financial for Lutherans | 13k | $1.1M | 3% | Dec 2025 |
|
| Prosperitas Financial | 13k | $1.1M | -48% | Dec 2025 |
|
| Alliance Wealth Advisors | 13k | $1.1M | 100% | Dec 2025 |
|
| Comprehensive Wealth Management | 13k | $1.0M | 16% | Dec 2025 |
|
| Kendall Capital Management | 12k | $981k | 10% | Dec 2025 |
|
| Savant Capital Management | 12k | $971k | 100% | Dec 2025 |
|
| Brown Advisory Holdings Incorporated | 11k | $930k | 0% | Dec 2025 |
|
| Main Street Financial Solutions | 11k | $910k | 100% | Dec 2025 |
|
| Capital Asset Advisory Services | 11k | $901k | -4% | Dec 2025 |
|
| Rockefeller Capital Management | 9.9k | $815k | 9% | Dec 2025 |
|
| Qube Research & Technologies | 9.5k | $784k | -36% | Dec 2025 |
|
| Envestnet Portfolio Solutions | 8.8k | $729k | 0% | Dec 2025 |
|
| Real Talk Capital | 8.5k | $704k | 12% | Dec 2025 |
|
| Menora Mivtachim Holdings | 8.5k | $702k | 0% | Dec 2025 |
|
| Global Retirement Partners | 8.3k | $686k | -11% | Dec 2025 |
|
| CLS Investments | 8.1k | $668k | 13% | Dec 2025 |
|
| Susquehanna International | 8.0k | $664k | -60% | Dec 2025 |
|
| HighTower Advisors | 7.8k | $642k | 0% | Dec 2025 |
|
| Tower Research Capital | 7.4k | $615k | 100% | Dec 2025 |
|
| LongView Wealth Management | 7.4k | $621k | 100% | Dec 2025 |
|
| Jones Financial Companies, L.L | 7.4k | $609k | 10% | Dec 2025 |
|
| SeaCrest Wealth Management | 7.0k | $582k | -7% | Dec 2025 |
|
| Lederer & Associates Investment Counsel | 6.9k | $571k | 191% | Dec 2025 |
|
| Beta Wealth | 6.9k | $570k | -5% | Dec 2025 |
|
| AE Wealth Management | 6.9k | $568k | 1% | Dec 2025 |
|
| Farther Finance Advisors | 6.5k | $533k | 100% | Dec 2025 |
|
| Courage Miller Partners | 6.3k | $523k | -1% | Dec 2025 |
|
| American Financial Advisors | 6.2k | $510k | 1% | Dec 2025 |
|
| Interactive Financial Advisors | 6.0k | $496k | -17% | Dec 2025 |
|
| Family Wealth Partners | 5.9k | $490k | 2% | Dec 2025 |
|
| Connecticut Wealth Management | 5.8k | $475k | 0% | Dec 2025 |
|
| Peapack Gladstone Financial Corp | 5.6k | $454k | 0% | Dec 2025 |
|
| Triad Wealth Partners | 5.5k | $453k | 100% | Dec 2025 |
|
| Hrt Financial | 5.2k | $431k | 100% | Dec 2025 |
|
| Buck Wealth Strategies | 5.0k | $412k | -50% | Dec 2025 |
|
| Navis Wealth Advisors | 4.7k | $386k | 1% | Dec 2025 |
|
| Summit Financial | 4.4k | $360k | 27% | Dec 2025 |
|
| Cozad Asset Management | 4.3k | $357k | 0% | Dec 2025 |
|
| Boltwood Capital Management | 3.6k | $298k | 0% | Dec 2025 |
|
| Disciplined Investments | 3.6k | $296k | 0% | Dec 2025 |
|
| McAdam | 3.5k | $291k | 23% | Dec 2025 |
|
| ValMark Advisers | 3.5k | $290k | -7% | Dec 2025 |
|
| RVW Wealth | 3.5k | $290k | -5% | Dec 2025 |
|
| National Asset Management | 3.5k | $296k | -1% | Sep 2025 |
|
| Ark & Tlk Investments | 3.4k | $281k | 0% | Dec 2025 |
|
| Focus Financial Network | 3.3k | $274k | -3% | Dec 2025 |
|
| Wiley Bros.-aintree Capital | 3.3k | $270k | -6% | Dec 2025 |
|
| Central Trust & Investment | 3.2k | $263k | 0% | Dec 2025 |
|
| Axxcess Wealth Management | 2.9k | $242k | -14% | Dec 2025 |
|
| Tobias Financial Advisors | 2.9k | $238k | -98% | Dec 2025 |
|
| Prosperity Wealth Management | 2.9k | $243k | 5% | Sep 2025 |
|
| Janney Montgomery Scott | 2.8k | $235k | -41% | Dec 2025 |
|
| Creative Planning | 2.7k | $221k | 10% | Dec 2025 |
|
| Proficio Capital Partners | 2.7k | $221k | 0% | Dec 2025 |
|
| Castleview Partners | 2.7k | $219k | -55% | Dec 2025 |
|
| D. E. Shaw & Co | 2.6k | $223k | -68% | Sep 2025 |
|
| RDA Financial Network | 2.6k | $216k | 0% | Dec 2025 |
|
| Claudia M.p. Batlle, Crp | 2.6k | $214k | -13% | Dec 2025 |
|
| Rsm Us Wealth Management | 2.6k | $213k | 0% | Dec 2025 |
|
| Pacific Center for Financial Services | 2.5k | $209k | 0% | Dec 2025 |
|
| Sound Income Strategies | 2.3k | $201k | 19% | Dec 2025 |
|
| Steward Partners Investment Advisory | 1.7k | $142k | 36% | Dec 2025 |
|
| Kestra Advisory Services | 1.7k | $138k | 100% | Dec 2025 |
|
| FMR | 1.6k | $139k | 7% | Sep 2025 |
|
| Brian McDonald | 1.6k | $133k | 1% | Dec 2025 |
|
| Harbour Investments | 1.6k | $132k | 8% | Dec 2025 |
|
| DHJJ Financial Advisors | 1.5k | $128k | 0% | Dec 2025 |
|
| Huntington National Bank | 1.1k | $87k | 0% | Dec 2025 |
|
| National Bank Of Canada /fi/ | 864.00 | $71k | 14% | Dec 2025 |
|
| Dynamic Wealth Strategies | 588.00 | $49k | -92% | Dec 2025 |
|
| MAI Wealth Advisors | 535.00 | $44k | 0% | Dec 2025 |
|
| BlackRock | 504.00 | $42k | 0% | Dec 2025 |
|
| Tucker Asset Management | 416.00 | $34k | 100% | Dec 2025 |
|
| Golden State Wealth Management | 365.00 | $30k | 0% | Dec 2025 |
|
| Fairscale Capital | 339.00 | $28k | 0% | Dec 2025 |
|
| Monetary Solutions | 315.00 | $26k | 100% | Dec 2025 |
|
| Whittier Trust Co. of Nevada | 287.00 | $24k | 0% | Dec 2025 |
|
| Horizon Investments | 272.00 | $23k | 100% | Dec 2025 |
|
| Strategic Wealth Partners | 268.00 | $23k | 0% | Sep 2025 |
|
| Hollencrest Securities | 263.00 | $22k | 0% | Dec 2025 |
|
| Hanson McClain Advisors | 248.00 | $21k | 0% | Dec 2025 |
|
| O'shaughnessy Asset Management | 236.00 | $20k | 0% | Dec 2025 |
|
| Inlight Wealth Management | 200.00 | $17k | 0% | Dec 2025 |
|
| William Blair $ Company | 151.00 | $13k | -16% | Sep 2025 |
|
| Cape Investment Advisory | 115.00 | $9.5k | 100% | Dec 2025 |
|
| Geneos Wealth Management | 100.00 | $8.3k | 0% | Dec 2025 |
|
| McIlrath & Eck | 86.00 | $7.1k | 1% | Dec 2025 |
|
| SageView Advisory Group | 77.00 | $6.4k | 100% | Dec 2025 |
|
| Atlantic Trust | 66.00 | $5.5k | 0% | Dec 2025 |
|
| Strategic Advocates | 61.00 | $5.1k | 0% | Dec 2025 |
|
| Investors Research Corp | 57.00 | $4.7k | 0% | Dec 2025 |
|
| IFP Advisors | 56.00 | $4.6k | 0% | Dec 2025 |
|
| Ameriflex Group | 56.00 | $4.6k | -50% | Dec 2025 |
|
| Coastal Investment Advisors | 48.00 | $4.0k | 153% | Dec 2025 |
|
| Assetmark | 42.00 | $3.5k | -60% | Dec 2025 |
|
| Dunhill Financial | 37.00 | $3.1k | 0% | Dec 2025 |
|
| Central Pacific Bank - Trust Division | 29.00 | $2.4k | 0% | Dec 2025 |
|
| Legacy Wealth Managment | 21.00 | $1.7k | 0% | Dec 2025 |
|
| Anchor Investment Management | 20.00 | $1.7k | 0% | Dec 2025 |
|
| Russell Investments | 19.00 | $1.6k | 0% | Dec 2025 |
|
| Pinnacle Wealth Planning Services | 19.00 | $1.6k | 100% | Dec 2025 |
|
Who sold out of iShares FTSE NAREIT Resi Plus Capp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Anderson Financial Strategies | Sep 2025 | 20k | $1.7M |
| Strategic Financial Concepts | Sep 2025 | 13k | $1.1M |
| Everstar Asset Management | Sep 2025 | 7.6k | $649k |
| Napa Wealth Management | Jun 2025 | 5.5k | $455k |
| Kesler, Norman & Wride | Sep 2025 | 4.5k | $363k |
| Park Avenue Securities | Sep 2025 | 3.1k | $263k |
| Shufro Rose & Co | Sep 2025 | 3.0k | $259k |
| JB Capital | Sep 2025 | 2.4k | $202k |
| Advisory Services Network | Sep 2025 | 1.2k | $98k |
| Main Street Group | Sep 2025 | 1.0k | $87k |
| Simplex Trading | Sep 2025 | 326.00 | $27k |
| Principal Securities | Sep 2025 | 296.00 | $25k |
| Advisors Preferred | Sep 2025 | 254.00 | $22k |
| UMA Financial Services | Sep 2025 | 240.00 | $20k |
| Spire Wealth Management | Sep 2025 | 135.00 | $12k |
| Sontag Advisory | Sep 2025 | 97.00 | $8.2k |
| Rossmore Private Capital | Sep 2025 | 57.00 | $4.8k |