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iShares FTSE NAREIT Resi Plus Capp shares owned by Sontag Advisory

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

Historical chart of Sontag 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.2k 97 84.98

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag 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