Envestnet Asset Management »

iShares FTSE NAREIT Resi Plus Capp shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management 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 Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $11M 161k 65.95
2023-06-30 $8.1M 110k 73.27
2023-03-31 $7.7M 109k 70.62
2022-12-31 $7.5M 110k 68.34
2022-09-30 $20M 284k 71.82
2022-06-30 $18M 227k 79.99
2022-03-31 $30M 309k 95.91
2021-12-31 $26M 269k 98.23
2021-09-30 $23M 264k 85.57
2021-06-30 $20M 242k 83.33
2021-03-31 $17M 223k 74.00
2020-12-31 $12M 180k 67.85
2020-09-30 $11M 178k 60.97
2020-06-30 $2.5M 41k 60.10
2020-03-31 $2.3M 42k 55.19
2019-12-31 $3.9M 51k 75.34
2019-09-30 $8.3M 104k 79.47
2019-06-30 $8.4M 115k 72.92
2019-03-31 $9.5M 135k 70.70
2018-12-31 $2.3M 37k 62.35
2018-06-30 $2.5M 39k 63.02
2018-03-31 $2.1M 36k 58.34
2017-12-31 $1.9M 31k 62.23
2017-09-30 $1.9M 30k 63.53
2017-06-30 $2.0M 31k 65.06
2017-03-31 $2.1M 33k 63.14
2016-12-31 $1.8M 29k 61.98
2016-09-30 $1.1M 16k 65.50
2016-06-30 $813k 12k 67.54
2016-03-31 $2.0M 31k 65.96
2015-12-31 $1.9M 30k 63.44
2015-09-30 $733k 12k 59.29
2015-06-30 $398k 7.1k 55.99
2015-03-31 $15M 246k 62.15
2014-12-31 $5.0M 85k 58.91
2014-09-30 $212k 4.1k 51.21
2014-06-30 $192k 3.6k 53.41
2014-03-31 $58k 1.2k 49.70
2013-12-31 $40k 890 44.94
2013-09-30 $42k 865 48.55
2013-06-30 $297k 5.8k 51.19

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

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