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iShares FTSE NAREIT Resi Plus Capp shares owned by Evergreen Capital Management

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

Historical chart of Evergreen Capital 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 Evergreen Capital Management 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 Evergreen Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.5M 103k 72.07
2023-12-31 $6.6M 90k 73.52

More positions owned by Evergreen Capital Management

Microsoft Corporation (MSFT)
Paccar (PCAR)
Apple (AAPL)
Global X Fds Msci Norway Etf (NORW)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C Put Option (GOOG)
Enterprise Products Partners (EPD)
Blackrock Etf Trust Ii Flexible Income (BINC)
Vanguard Index Fds Growth Etf (VUG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
JPMorgan Chase & Co. (JPM)

View all positions for Evergreen Capital Management

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