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iShares FTSE NAREIT Real Est 50 Ind shares owned by Phoenix Holdings

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

Historical chart of Phoenix Holdings 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 Phoenix Holdings 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 Phoenix Holdings

Quarter filed Position value Share count Share price at filing
2023-06-30 $4.3M 83k 51.41
2023-03-31 $7.8M 154k 50.40
2022-12-31 $6.9M 140k 49.45
2022-09-30 $8.6M 180k 47.56
2022-06-30 $5.7M 107k 53.40
2022-03-31 $4.1M 64k 64.66

More positions owned by Phoenix Holdings

Select Sector Spdr Tr Financial (XLF)
Teva Pharmaceutical Inds Sponsored Ads (TEVA)
Nice Sponsored Adr (NICE)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Spdr Ser Tr S&p Regl Bkg (KRE)
Amazon (AMZN)
Palo Alto Networks (PANW)
Target Corporation (TGT)
Union Pacific Corporation (UNP)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Spdr Ser Tr S&p Biotech (XBI)
Oracle Corporation (ORCL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Glob Hlthcre Etf (IXJ)
NVIDIA Corporation (NVDA)

View all positions for Phoenix Holdings

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

Charles Schwab Investment Advisory
Us Bancorp
DiMeo Schneider & Associates
CI Private Wealth
Bank of America Corporation
Rsm Us Wealth Management
Wealth Enhancement Advisory Services
Mission Wealth Management
Charles Schwab Trust
Heritage Financial Services
Rockbridge Investment Management, LCC
HighTower Advisors
Advisory Alpha
HPM Partners
Financial & Tax Architects

View all funds holding iShares FTSE NAREIT Real Est 50 Ind