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iShares FTSE NAREIT Resi Plus Capp shares owned by Partners Capital Investment Group

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

Historical chart of Partners Capital Investment Group 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 Partners Capital Investment Group 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 Partners Capital Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 58k 88.82
2024-06-30 $4.4M 58k 76.73
2024-03-31 $2.1M 29k 72.07
2023-12-31 $4.3M 58k 73.52
2023-09-30 $3.7M 57k 65.95
2023-06-30 $2.2M 30k 73.27
2023-03-31 $1.0M 15k 70.62
2022-12-31 $1000k 15k 68.34
2022-09-30 $1.0M 14k 71.79

More positions owned by Partners Capital Investment Group

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)
Vanguard Value ETF Value Etf (VTV)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Month T-bill Etf (BIL)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)
iShares TIPS Bond ETF Tips Bd Etf (TIP)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)
iShares Core S&P Total US Stock Market ETF Core S&p Ttl Stk (ITOT)

View all positions for Partners Capital Investment Group

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Franklin, Parlapiano, Turner & Welch
Morgan Stanley
Aprio Wealth Management
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
Christopher J. Hasenberg
Cornerstone Planning Group
Envestnet Asset Management
Procyon Private Wealth Partners
California Capital Advisors
Ascension Capital Advisors
LPL Financial
Mml Investors Services
Van Eck Associates Corp.
Cambridge Investment Research Advisors

View all funds holding iShares FTSE NAREIT Resi Plus Capp