iShares FTSE NAREIT Resi Plus Capp shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in iShares FTSE NAREIT Resi Plus Capp
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Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.5M | 44k | 81.02 |
| 2024-09-30 | $3.9M | 43k | 88.82 |
| 2024-06-30 | $3.0M | 40k | 76.99 |
| 2024-03-31 | $2.4M | 33k | 72.07 |
| 2023-12-31 | $2.2M | 30k | 73.52 |
| 2023-09-30 | $1.7M | 25k | 65.95 |
| 2023-06-30 | $1.6M | 22k | 73.27 |
| 2023-03-31 | $1.4M | 20k | 70.62 |
| 2022-12-31 | $1.1M | 17k | 68.34 |
| 2022-09-30 | $1.3M | 19k | 71.84 |
| 2022-06-30 | $1.1M | 14k | 79.98 |
| 2022-03-31 | $1.1M | 12k | 95.94 |
| 2021-12-31 | $711k | 7.2k | 98.23 |
| 2021-09-30 | $641k | 7.5k | 85.63 |
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