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iShares FTSE NAREIT Real Est 50 Ind shares owned by Tortoise Investment Management

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

Historical chart of Tortoise Investment 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 Tortoise Investment 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 Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $236k 3.6k 66.45
2025-09-30 $127k 2.2k 58.72
2025-06-30 $117k 2.1k 56.56
2025-03-31 $119k 2.1k 57.60
2024-12-31 $119k 2.1k 57.31
2024-09-30 $127k 2.1k 61.57
2024-06-30 $111k 2.1k 53.56
2024-03-31 $111k 2.1k 53.80
2023-12-31 $107k 2.1k 51.87
2023-09-30 $98k 2.1k 47.18
2023-06-30 $106k 2.1k 51.41
2023-03-31 $65k 1.3k 50.40
2022-12-31 $63k 1.3k 49.45
2022-09-30 $61k 1.3k 47.66
2022-06-30 $68k 1.3k 53.13
2022-03-31 $83k 1.3k 64.84
2021-12-31 $87k 1.3k 67.97
2021-09-30 $75k 1.3k 58.59
2021-06-30 $75k 1.3k 58.59
2021-03-31 $67k 1.3k 52.34
2020-12-31 $15k 310 48.39
2020-09-30 $14k 310 45.16
2020-06-30 $13k 310 41.94
2020-03-31 $4.0k 95 42.11
2019-12-31 $5.0k 95 52.63
2019-09-30 $5.0k 95 52.63
2019-06-30 $5.0k 95 52.63
2019-03-31 $5.0k 95 52.63
2018-12-31 $4.0k 95 42.11

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr 0-3 Mth Treasury (SGOV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Value Etf (VTV)

View all positions for Tortoise Investment Management

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Bank of America Corporation
Glenmede Trust Company
Northwestern Mutual Wealth Management Company
LPL Financial
Trust Co of Tennessee
Morgan Stanley
Savant Capital Management
HPM Partners
Rakuten Investment Management
Apollon Wealth Management
Disciplina Capital Management
Fifth Third Bancorp
Prime Capital Investment Advisors

View all funds holding iShares FTSE NAREIT Real Est 50 Ind