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iShares FTSE NAREIT Real Est 50 Ind shares owned by Allen Investment Management

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Allen Investment Management from 13F filings

Historical chart of Allen Investment Management investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by Allen Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Allen Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $339k 7.2k 47.18
2023-06-30 $370k 7.2k 51.41
2023-03-31 $1.4M 27k 50.40
2022-12-31 $1.3M 27k 49.45
2022-09-30 $3.8M 80k 47.50
2022-06-30 $4.3M 80k 53.40

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UnitedHealth (UNH)
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Schlumberger Com Stk (SLB)
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Danaher Corporation (DHR)
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Canadian Pacific Kansas City (CP)
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Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Allen Investment Management

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

Charles Schwab Investment Advisory
Us Bancorp
DiMeo Schneider & Associates
CI Private Wealth
Bank of America Corporation
Rsm Us Wealth Management
Wealth Enhancement Advisory Services
Mission Wealth Management
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
HighTower Advisors
Advisory Alpha
HPM Partners
Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind