iShares FTSE NAREIT Resi Plus Capp shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in iShares FTSE NAREIT Resi Plus Capp
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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $718k | 8.1k | 88.82 |
| 2024-06-30 | $619k | 8.0k | 76.99 |
| 2024-03-31 | $577k | 8.0k | 72.07 |
| 2023-12-31 | $586k | 8.0k | 73.52 |
| 2023-09-30 | $515k | 7.8k | 65.95 |
| 2023-06-30 | $572k | 7.8k | 73.27 |
| 2023-03-31 | $549k | 7.8k | 70.62 |
| 2022-12-31 | $528k | 7.7k | 68.34 |
| 2022-09-30 | $542k | 7.6k | 71.77 |
| 2022-06-30 | $604k | 7.6k | 79.98 |
| 2022-03-31 | $720k | 7.5k | 95.85 |
| 2021-12-31 | $736k | 7.5k | 98.28 |
| 2021-09-30 | $635k | 7.4k | 85.58 |
| 2021-06-30 | $618k | 7.4k | 83.29 |
| 2021-03-31 | $543k | 7.3k | 74.05 |
| 2020-12-31 | $398k | 5.9k | 67.79 |
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