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iShares FTSE NAREIT Real Est 50 Ind shares owned by Alpha Financial Partners

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Alpha Financial Partners from 13F filings

Historical chart of Alpha Financial Partners 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 Alpha Financial Partners 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 Alpha Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 29k 56.96
2025-09-30 $521k 8.9k 58.72
2025-06-30 $378k 6.7k 56.56
2023-09-30 $553k 12k 47.18
2023-06-30 $635k 12k 51.41
2023-03-31 $864k 17k 50.40
2022-12-31 $1.0M 21k 49.45

More positions owned by Alpha Financial Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr National Mun Etf (MUB)
Ssga Active Tr Spdr Bridgewater (ALLW)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Us Infrastruc (IFRA)

View all positions for Alpha Financial Partners

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Northwestern Mutual Wealth Management Company
Glenmede Trust Company
Trust Co of Tennessee
HPM Partners
Heritage Financial Services
Disciplina Capital Management
Rakuten Investment Management
LPL Financial
CI Private Wealth
Two Sigma Investments
Envestnet Asset Management
HighTower Advisors
Apollon Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind