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iShares FTSE NAREIT Resi Plus Capp shares owned by Procyon Private Wealth Partners

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

Historical chart of Procyon Private Wealth Partners 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 Procyon Private Wealth Partners 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 Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 115k 88.82
2024-06-30 $9.1M 118k 76.99
2024-03-31 $10M 139k 72.07
2023-12-31 $9.5M 129k 73.52
2023-09-30 $8.0M 121k 65.95