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iShares FTSE NAREIT Real Est 50 Ind shares owned by Klingenstein Fields & Co

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Klingenstein Fields & Co from 13F filings

Historical chart of Klingenstein Fields & Co investment in iShares FTSE NAREIT Real Est 50 Ind

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All positions including iShares FTSE NAREIT Real Est 50 Ind held by Klingenstein Fields & Co 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 Klingenstein Fields & Co

Quarter filed Position value Share count Share price at filing
2024-09-30 $361k 5.9k 61.57
2024-06-30 $314k 5.9k 53.56
2024-03-31 $316k 5.9k 53.80
2023-12-31 $319k 5.9k 54.29
2023-09-30 $277k 5.9k 47.18
2023-06-30 $302k 5.9k 51.41

More positions owned by Klingenstein Fields & Co

Broadcom (AVGO)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Palo Alto Networks (PANW)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Pepsi (PEP)
Union Pacific Corporation (UNP)
Walt Disney Company (DIS)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Thermo Fisher Scientific (TMO)
JPMorgan Chase & Co. (JPM)

View all positions for Klingenstein Fields & Co

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
BlackRock
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
Trust Co of Tennessee
Morgan Stanley
Envestnet Asset Management
Heritage Financial Services
CI Private Wealth
Thrivent Financial for Lutherans
Rsm Us Wealth Management
Kestra Investment Management
Wealth Enhancement Advisory Services
Mission Wealth Management

View all funds holding iShares FTSE NAREIT Real Est 50 Ind