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iShares FTSE NAREIT Resi Plus Capp shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$751k	8.8k	84.97
2025-06-30	$595k	7.2k	82.34
2025-03-31	$549k	6.4k	86.42
2024-12-31	$905k	11k	81.02
2024-09-30	$405k	4.6k	88.82

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

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iShares FTSE NAREIT Resi Plus Capp shares owned by Envestnet Portfolio Solutions

Historical chart of Envestnet Portfolio Solutions investment in iShares FTSE NAREIT Resi Plus Capp

Tip: Access up to 7 years of quarterly data

Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Envestnet Portfolio Solutions

More positions owned by Envestnet Portfolio Solutions

Top funds holding iShares FTSE NAREIT Resi Plus Capp