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iShares FTSE NAREIT Real Est 50 Ind shares owned by UBS Group

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

Historical chart of UBS Group 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 UBS Group 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 UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 281k 54.29
2023-09-30 $12M 261k 47.18
2023-06-30 $8.6M 168k 51.41
2023-03-31 $8.0M 159k 50.40
2022-12-31 $13M 258k 49.45
2022-09-30 $6.2M 132k 47.44
2022-06-30 $6.9M 130k 53.40
2022-03-31 $8.7M 134k 64.66
2021-12-31 $7.5M 111k 67.60
2021-09-30 $3.4M 58k 58.65
2021-06-30 $2.1M 36k 58.33
2021-03-31 $2.3M 45k 52.39
2020-12-31 $1.8M 38k 48.42
2020-09-30 $1.4M 33k 43.75
2020-06-30 $1.5M 34k 43.48
2020-03-31 $1.0M 27k 39.18
2019-12-31 $1.2M 23k 54.67
2019-09-30 $1.2M 21k 55.53
2019-06-30 $1.1M 21k 52.01
2019-03-31 $1.3M 25k 51.53
2018-12-31 $1.9M 44k 44.35
2018-09-30 $2.5M 51k 48.37
2018-06-30 $2.5M 51k 49.16
2018-03-31 $2.4M 54k 45.07
2017-12-31 $340k 6.9k 49.56
2017-09-30 $365k 7.4k 49.30
2017-06-30 $340k 6.9k 49.21
2017-03-31 $350k 7.2k 48.89
2016-12-31 $361k 7.4k 48.82
2016-09-30 $369k 7.3k 50.71
2016-06-30 $280k 5.4k 51.71
2016-03-31 $290k 5.9k 49.03
2015-12-31 $437k 9.2k 47.30
2015-09-30 $478k 11k 43.90
2015-03-31 $523k 11k 48.52

More positions owned by UBS Group

Microsoft Corporation (MSFT)
Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C Put Option (GOOG)
Meta Platforms Cl A (META)

View all positions for UBS Group

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
Mission Wealth Management
Wealth Enhancement Advisory Services
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