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iShares FTSE NAREIT Real Est 50 Ind shares owned by Naviter Wealth

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

Historical chart of Naviter Wealth 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 Naviter Wealth 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 Naviter Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $636k 10k 61.57
2024-06-30 $2.4M 44k 53.56
2024-03-31 $1.2M 21k 53.80
2023-12-31 $8.3M 154k 54.29
2023-09-30 $3.4M 71k 47.77
2023-06-30 $2.5M 50k 51.41
2023-03-31 $1.2M 24k 50.40
2022-12-31 $2.3M 44k 53.17

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View all positions for Naviter Wealth

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