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iShares FTSE NAREIT Resi Plus Capp shares owned by Hrt Financial

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

Historical chart of Hrt Financial 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 Hrt Financial 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 Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $431k 5.2k 82.55
2025-06-30 $227k 2.8k 82.13
2022-06-30 $2.3M 29k 79.97

More positions owned by Hrt Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Apple (AAPL)
Apple Put
NVIDIA Corporation (NVDA)
Meta Platforms Call
Wal-Mart Stores (WMT)
Meta Platforms Put
Nvidia Corporation Put
Amazon (AMZN)
Apple Call
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Hrt Financial

Top funds holding iShares FTSE NAREIT Resi Plus Capp

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

View all funds holding iShares FTSE NAREIT Resi Plus Capp