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iShares FTSE NAREIT Resi Plus Capp shares owned by Gladstone Institutional Advisory

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

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $247k 3.0k 83.21

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Gladstone Institutional Advisory

Top funds holding iShares FTSE NAREIT Resi Plus Capp

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

View all funds holding iShares FTSE NAREIT Resi Plus Capp