iShares FTSE NAREIT Resi Plus Capp shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares FTSE NAREIT Resi Plus Capp
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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $595k | 7.2k | 82.98 |
| 2025-03-31 | $1.0M | 12k | 86.42 |
| 2024-12-31 | $1.6M | 20k | 81.02 |
| 2024-09-30 | $921k | 10k | 88.81 |
| 2024-06-30 | $351k | 4.6k | 76.99 |
| 2024-03-31 | $349k | 4.8k | 72.07 |
| 2023-12-31 | $355k | 4.8k | 73.53 |
| 2023-09-30 | $317k | 4.8k | 66.64 |
| 2023-06-30 | $348k | 4.8k | 73.28 |
| 2023-03-31 | $313k | 4.4k | 70.62 |
| 2022-12-31 | $314k | 4.6k | 68.34 |
| 2022-09-30 | $1.2M | 16k | 71.78 |
| 2022-06-30 | $1.3M | 16k | 80.03 |
| 2022-03-31 | $1.4M | 14k | 95.91 |
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