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iShares FTSE NAREIT Resi Plus Capp shares owned by Caldwell Sutter Capital

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

Historical chart of Caldwell Sutter Capital 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 Caldwell Sutter Capital 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 Caldwell Sutter Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $792 11 72.09
2023-12-31 $809 11 73.55
2023-09-30 $594 9 66.00

More positions owned by Caldwell Sutter Capital

Apple (AAPL)
Msa Safety Inc equity (MSA)
Visa Com Cl A (V)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
Kinetik Holdings New Cl A (KNTK)
Chevron Corp New Com (CVX)
Donegal Group Cl A (DGICA)
Costco Whsl Corp New Com (COST)
Atmus Filtration Technologies Ord (ATMU)
Natural Alternatives Intl Com New (NAII)
Ishares Tr Core S&p500 Etf (IVV)
First Internet Bancorp (INBK)
Vanguard Specialized Funds Div App Etf (VIG)
New England Rlty Assoc Ltd P Depository Rcpt (NEN)

View all positions for Caldwell Sutter Capital

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