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iShares FTSE NAREIT Resi Plus Capp shares owned by Assetmark

Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in iShares FTSE NAREIT Resi Plus Capp

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Resi Plus Capp held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Assetmark

Quarter filed Position value Share count Share price at filing
2023-12-31 $11k 151 73.52
2023-09-30 $144k 2.2k 65.95
2023-06-30 $13k 183 73.27
2023-03-31 $17k 233 70.62
2022-12-31 $18k 266 68.34
2022-09-30 $23k 325 70.77
2022-06-30 $32k 395 81.01
2022-03-31 $87M 905k 95.91
2021-12-31 $77M 784k 98.23
2021-09-30 $152M 1.8M 85.57

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View all positions for Assetmark

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Capital Asset Advisory Services
Franklin, Parlapiano, Turner & Welch
Axxcess Wealth Management
Royal Bank of Canada
Procyon Private Wealth Partners
Cornerstone Planning Group
Frank. Day
Bank of America Corporation
Wells Fargo & Company
Ascension Capital Advisors
Goldman Sachs Group
UBS Group
Partners Capital Investment Group
Citadel Advisors
Plan Group Financial

View all funds holding iShares FTSE NAREIT Resi Plus Capp