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

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

Historical chart of Prosperity 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 Prosperity 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 Prosperity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $243k 2.9k 84.98
2025-06-30 $224k 2.7k 82.34
2025-03-31 $224k 2.6k 86.42

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
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Amazon (AMZN)
Palantir Technologies Cl A (PLTR)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
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Arista Networks Com Shs (ANET)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Prosperity Wealth 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