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iShares FTSE NAREIT Resi Plus Capp shares owned by M Wealth Management

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

Historical chart of M Wealth 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 M Wealth 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 M Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 14k 84.97
2025-06-30 $1.1M 14k 82.34
2025-03-31 $1.2M 14k 86.42
2024-12-31 $1.1M 14k 81.02