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iShares FTSE NAREIT Real Est 50 Ind shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors 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 Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 82k 58.72
2025-06-30 $3.9M 69k 56.56
2025-03-31 $3.4M 59k 57.60

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Capital Performance Advisors

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Morgan Stanley
HPM Partners
Johns Hopkins University
Heritage Financial Services
Rakuten Investment Management
LPL Financial
Disciplina Capital Management
CI Private Wealth
Mission Wealth Management
HighTower Advisors
Apollon Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind