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iShares FTSE NAREIT Real Est 50 Ind shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory 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 Gladstone Institutional Advisory 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 Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 23k 56.96
2025-09-30 $1.2M 21k 58.72
2025-06-30 $1.1M 20k 56.56
2025-03-31 $698k 12k 57.60
2024-12-31 $549k 9.6k 57.31
2024-09-30 $414k 6.7k 61.57

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Gladstone Institutional Advisory

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

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

View all funds holding iShares FTSE NAREIT Real Est 50 Ind