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iShares FTSE NAREIT Resi Plus Capp shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors 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 Beacon Pointe Advisors 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 2.3k 94.68

More positions owned by Beacon Pointe Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Lennox International (LII)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A Call Option (GOOGL)

View all positions for Beacon Pointe Advisors

Top funds holding iShares FTSE NAREIT Resi Plus Capp

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

View all funds holding iShares FTSE NAREIT Resi Plus Capp