Sincerus Advisory »

iShares FTSE NAREIT Resi Plus Capp shares owned by Sincerus Advisory

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

Historical chart of Sincerus Advisory 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 Sincerus Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Sincerus Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 15k 84.97
2025-06-30 $1.2M 14k 83.61
2025-03-31 $1.2M 14k 86.42

More positions owned by Sincerus Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Sincerus Advisory

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