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iShares FTSE NAREIT Resi Plus Capp shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory 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 SageView Advisory 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4k 77 83.05
2024-06-30 $5.3M 32k 164.35
2024-03-31 $5.3M 32k 164.35

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPHY)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SageView Advisory Group

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Franklin, Parlapiano, Turner & Welch
Evergreen Capital Management
Northwestern Mutual Wealth Management Company
Aprio Wealth Management
Cornerstone Planning Group
Ameriprise Financial
Royal Bank of Canada
Bard Associates
LPL Financial
Van Eck Associates Corp.
Raymond James Financial
Advisor Group Holdings
Ascension Capital Advisors
Plan Group Financial
Mml Investors Services

View all funds holding iShares FTSE NAREIT Resi Plus Capp