Castleview Partners »

iShares FTSE NAREIT Resi Plus Capp shares owned by Castleview Partners

Quarter-by-quarter ownership of iShares FTSE NAREIT Resi Plus Capp (REZ) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in iShares FTSE NAREIT Resi Plus Capp

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Resi Plus Capp held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE NAREIT Resi Plus Capp by Castleview Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $93k 1.3k 72.07

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate
Ea Series Trust Alpha Arch 1-3 (BOXX)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Amgen (AMGN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Nextera Energy (NEE)
Vaneck Etf Trust Clo Etf (CLOI)
Visa Com Cl A (V)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Castleview Partners

Top funds holding iShares FTSE NAREIT Resi Plus Capp

Capital Asset Advisory Services
Franklin, Parlapiano, Turner & Welch
Axxcess Wealth Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Ameriprise Financial
Envestnet Asset Management
Procyon Private Wealth Partners
Cornerstone Planning Group
Frank. Day
Ascension Capital Advisors
Susquehanna International
LPL Financial
Bank of America Corporation

View all funds holding iShares FTSE NAREIT Resi Plus Capp