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iShares FTSE NAREIT Real Est 50 Ind shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private Wealth 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 LLBH Private Wealth 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 18k 58.72
2025-06-30 $684k 12k 56.56
2025-03-31 $662k 12k 57.60
2024-12-31 $610k 11k 57.31
2024-09-30 $464k 7.5k 61.57