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iShares FTSE NAREIT Resi Plus Capp shares owned by Claremont Financial Group

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

Historical chart of Claremont Financial Group investment in iShares FTSE NAREIT Resi Plus Capp

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All positions including iShares FTSE NAREIT Resi Plus Capp held by Claremont Financial Group 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 Claremont Financial Group

Quarter filed Position value Share count Share price at filing
2022-03-31 $2.6M 26k 97.61
2021-12-31 $2.5k 134 18.99

More positions owned by Claremont Financial Group

Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
SPDR Gold Shares Exchange Traded Fund (GLD)
iShares Core S&P Mid-Cap Exchange Traded Fund (IJH)
iShares Residential & Multisector RE ETF Exchange Traded Fund (REZ)
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)
PIMCO Active Bond ETF Exchange Traded Fund (BOND)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Vanguard Growth ETF Exchange Traded Fund (VUG)
SPDR Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)
Honeywell International Common Stock (HON)
Union Pacific Corp Common Stock (UNP)
Pfizer Common Stock (PFE)
Invesco S&P 500 Equal Weight ETF Exchange Traded Fund (RSP)
AbbVie Common Stock (ABBV)
Bristol-Myers Squibb Company Common Stock (BMY)

View all positions for Claremont Financial Group

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Franklin, Parlapiano, Turner & Welch
Morgan Stanley
Aprio Wealth Management
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Christopher J. Hasenberg
Cornerstone Planning Group
Envestnet Asset Management
Procyon Private Wealth Partners
California Capital Advisors
Ascension Capital Advisors
LPL Financial
Mml Investors Services
Van Eck Associates Corp.
Cambridge Investment Research Advisors

View all funds holding iShares FTSE NAREIT Resi Plus Capp