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iShares FTSE NAREIT Real Est 50 Ind shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth 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 Principia Wealth 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 Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $673k 12k 56.96
2025-09-30 $367k 6.2k 58.72
2025-06-30 $60k 1.1k 56.56

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View all positions for Principia Wealth 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
Disciplina Capital Management
Rakuten Investment 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