iShares FTSE NAREIT Real Est 50 Ind shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in iShares FTSE NAREIT Real Est 50 Ind
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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 81k | 61.57 |
| 2024-06-30 | $4.6M | 85k | 53.56 |
| 2024-03-31 | $4.5M | 84k | 53.80 |
| 2023-12-31 | $4.5M | 83k | 54.29 |
| 2023-09-30 | $3.9M | 82k | 47.18 |
| 2023-06-30 | $4.1M | 79k | 51.41 |
| 2023-03-31 | $3.9M | 78k | 50.40 |
| 2022-12-31 | $3.5M | 71k | 49.45 |
| 2022-09-30 | $3.6M | 71k | 50.64 |
| 2022-06-30 | $3.3M | 62k | 53.40 |
| 2022-03-31 | $4.0M | 61k | 64.65 |
| 2021-12-31 | $4.3M | 63k | 67.59 |
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