iShares FTSE NAREIT Resi Plus Capp shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares FTSE NAREIT Resi Plus Capp
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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 18k | 70.10 |
| 2023-09-30 | $1.3M | 20k | 65.95 |
| 2023-06-30 | $1.6M | 22k | 73.27 |
| 2023-03-31 | $1.6M | 23k | 70.62 |
| 2022-12-31 | $1.7M | 24k | 68.34 |
| 2022-09-30 | $3.1M | 44k | 71.82 |
| 2022-06-30 | $2.4M | 29k | 79.99 |
| 2022-03-31 | $1.6M | 17k | 95.92 |
| 2021-12-31 | $1.6M | 16k | 98.26 |
| 2021-09-30 | $3.0M | 35k | 85.57 |
| 2021-06-30 | $777k | 9.3k | 83.36 |
| 2021-03-31 | $545k | 7.4k | 73.97 |
| 2020-12-31 | $477k | 7.0k | 67.86 |
| 2020-09-30 | $402k | 6.6k | 60.95 |
| 2020-06-30 | $515k | 8.6k | 60.04 |
| 2020-03-31 | $457k | 8.3k | 55.23 |
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