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iShares FTSE NAREIT Resi Plus Capp shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management 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 Western Wealth Management 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $34k 404 83.13

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

Top funds holding iShares FTSE NAREIT Resi Plus Capp

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

View all funds holding iShares FTSE NAREIT Resi Plus Capp