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iShares FTSE NAREIT Resi Plus Capp shares owned by Leavell Investment Management

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

Historical chart of Leavell Investment Management investment in iShares FTSE NAREIT Resi Plus Capp

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All positions including iShares FTSE NAREIT Resi Plus Capp held by Leavell Investment 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 Leavell Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 17k 84.97
2025-06-30 $1.0M 12k 82.34
2025-03-31 $543k 6.3k 86.42

More positions owned by Leavell Investment Management

NVIDIA Corporation (NVDA)
Vanguard Mega Cap ETF Mega Cap Index (MGC)
Apple (AAPL)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)
Vanguard Small Cap ETF Small Cp Etf (VB)
JPMorgan Chase & Co. (JPM)
iShares 1-5 Investment Grade Corp ETF 1-3 Yr Cr Bd Etf (IGSB)
Blackstone Group Com Cl A (BX)

View all positions for Leavell Investment Management

Top funds holding iShares FTSE NAREIT Resi Plus Capp

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

View all funds holding iShares FTSE NAREIT Resi Plus Capp