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iShares FTSE NAREIT Resi Plus Capp shares owned by UBS Group

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

Historical chart of UBS 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 UBS 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 UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.5M 61k 73.52
2023-09-30 $3.0M 45k 65.95
2023-06-30 $3.3M 45k 73.27
2023-03-31 $3.3M 47k 70.62
2022-12-31 $3.3M 49k 68.34
2022-09-30 $3.5M 49k 71.78
2022-06-30 $16M 195k 79.99
2022-03-31 $22M 231k 95.91
2021-12-31 $18M 187k 98.23
2021-09-30 $17M 202k 85.57
2021-06-30 $17M 199k 83.33
2021-03-31 $14M 194k 74.00
2020-12-31 $12M 181k 67.85
2020-09-30 $10M 170k 60.97
2020-06-30 $7.8M 129k 60.09
2020-03-31 $4.4M 80k 55.21
2019-12-31 $8.7M 115k 75.34
2019-09-30 $10M 128k 79.47
2019-06-30 $8.1M 111k 72.92
2019-03-31 $396k 5.6k 70.70
2018-12-31 $339k 5.4k 62.40
2018-09-30 $298k 4.7k 62.88
2018-06-30 $391k 6.2k 63.13
2018-03-31 $354k 6.1k 57.68
2017-12-31 $443k 7.1k 62.25
2017-09-30 $484k 7.6k 63.62
2017-06-30 $2.3M 36k 65.07
2017-03-31 $2.5M 39k 63.14
2016-12-31 $2.5M 40k 62.00
2016-09-30 $5.7M 86k 65.52
2016-06-30 $6.5M 96k 67.51
2016-03-31 $5.5M 84k 65.98
2015-12-31 $2.7M 43k 63.45
2015-09-30 $1.1M 19k 59.29
2015-03-31 $1.5M 24k 62.15

More positions owned by UBS Group

Microsoft Corporation (MSFT)
Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C Put Option (GOOG)
Meta Platforms Cl A (META)

View all positions for UBS Group

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Capital Asset Advisory Services
Franklin, Parlapiano, Turner & Welch
Axxcess Wealth Management
Royal Bank of Canada
Procyon Private Wealth Partners
Cornerstone Planning Group
Frank. Day
Bank of America Corporation
Wells Fargo & Company
Ascension Capital Advisors
Goldman Sachs Group
UBS Group
Partners Capital Investment Group
Citadel Advisors
Plan Group Financial

View all funds holding iShares FTSE NAREIT Resi Plus Capp