Everhart Financial Group »

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

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

Historical chart of Everhart Financial Group 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 Everhart Financial Group 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 Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.4M 16k 88.34

More positions owned by Everhart Financial Group

Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Vanguard Index Fds MRNGSTR MD CP GR (VOT)
Vanguard Index Fds Mrngstr Md Cp Va (VOE)
Vanguard Index Fds MRNGSTR SML CP V (VBR)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Spdr Series Trust St Str Sp600grwo (SLYG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Bd Index Fds Intermed Term (BIV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Everhart Financial Group

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Franklin, Parlapiano, Turner & Welch
Evergreen Capital Management
Northwestern Mutual Wealth Management Company
Cornerstone Planning Group
Aprio Wealth Management
Raymond James Financial
Royal Bank of Canada
Ameriprise Financial
Bard Associates
LPL Financial
Van Eck Associates Corp.
Ascension Capital Advisors
Bank of America Corporation
Advisor Group Holdings
Plan Group Financial

View all funds holding iShares FTSE NAREIT Resi Plus Capp