Coastal Investment Advisors »

iShares FTSE NAREIT Resi Plus Capp shares owned by Coastal Investment Advisors

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

Historical chart of Coastal Investment 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 Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6k 19 84.95
2023-06-30 $13k 170 73.27
2022-12-31 $12k 170 68.34
2022-09-30 $12k 170 70.59

More positions owned by Coastal Investment Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
First Majestic Silver Corp (AG)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Vanguard World Inf Tech Etf (VGT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Proshares Tr Bitcoin Etf (BITO)
Strategy Cl A New (MSTR)
Crowdstrike Hldgs Cl A (CRWD)
Vaneck Etf Trust Junior Gold Mine (GDXJ)

View all positions for Coastal Investment Advisors

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