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iShares FTSE NAREIT Resi Plus Capp shares owned by AXS Investments

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

Historical chart of AXS Investments investment in iShares FTSE NAREIT Resi Plus Capp

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All positions including iShares FTSE NAREIT Resi Plus Capp held by AXS Investments 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 AXS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 73k 84.97
2025-06-30 $5.6M 68k 82.34
2025-03-31 $9.2M 107k 86.42

More positions owned by AXS Investments

Palantir Technologie Cl A Common Stock (PLTR)
Nvidia Corp Common Stock (NVDA)
Netflix Common Stock (NFLX)
Meta Platforms Common Stock (META)
Alphabet Inc Cl A Common Stock (GOOGL)
Ishares Tr Cre U S Reit Etf Etp (USRT)
Ishares Tr Residential Mult Etp (REZ)
Oracle Corp Common Stock (ORCL)
Microsoft Corp Common Stock (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl Etp (JAAA)
Visa Inc Class A Common Stock (V)
Mastercard Inc Cl A Common Stock (MA)
Vaneck Etf Trust Mortgage Reit Etp (MORT)
Global X Fds Rate Preferred Etp (PFFV)
Apple Common Stock (AAPL)

View all positions for AXS Investments

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Morgan Stanley
Franklin, Parlapiano, Turner & Welch
Northwestern Mutual Wealth Management Company
Tobias Financial Advisors
Aprio Wealth Management
Cornerstone Planning Group
Evergreen Capital Management
Ameriprise Financial
Royal Bank of Canada
Van Eck Associates Corp.
Advisor Group Holdings
Raymond James Financial
LPL Financial
Ascension Capital Advisors
Buckingham Strategic Partners

View all funds holding iShares FTSE NAREIT Resi Plus Capp