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iShares FTSE NAREIT Resi Plus Capp shares owned by Financial Management

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

Historical chart of Financial 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 Financial 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 Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 23k 83.21
2025-12-31 $1.9M 23k 82.64

More positions owned by Financial Management

Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Spdr Series Trust State Street Spd (SPSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Spdr Series Trust State Street Spd (SJNK)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Spdr Index Shs Fds State Street Spd (SPEM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Cre U S Reit Etf (USRT)
Wal-Mart Stores (WMT)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Financial Management

Top funds holding iShares FTSE NAREIT Resi Plus Capp

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

View all funds holding iShares FTSE NAREIT Resi Plus Capp