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iShares FTSE NAREIT Resi Plus Capp shares owned by Winter & Associates

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

Historical chart of Winter & Associates 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 Winter & Associates 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 Winter & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 22k 84.75

More positions owned by Winter & Associates

Victory Portfolios Ii Short Trm Bd Etf (USTB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Fundamental Us S (FNDA)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Top 200 Etf (IWL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Winter & Associates

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Franklin, Parlapiano, Turner & Welch
Evergreen Capital Management
Northwestern Mutual Wealth Management Company
Aprio Wealth Management
Cornerstone Planning Group
Ameriprise Financial
Bard Associates
LPL Financial
Van Eck Associates Corp.
Raymond James Financial
Advisor Group Holdings
Ascension Capital Advisors
Two Sigma Investments
Plan Group Financial
Mml Investors Services

View all funds holding iShares FTSE NAREIT Resi Plus Capp