Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Global Reit (REET)  
$22.80 0.06 (0.26%) as of 4:30 Fri 5/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 254    2
Total shares held : 
 73,889,680  
% of shares held : 
 74.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 4,013,746  
% of shares held change : 
   4.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.73  
Last Quarter's Ending Price : 
 $24.18  
Last Quarter's Average Price : 
 $21.87  
Change from last quarter's     
avg. price to the last closing  : 
0.93 (4.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 1,565,170
 2.12%
 
Increased Positions :
95
 8,298,757
 11.23%
 
Unchanged Positions :
41
 6,057,014
 8.2%
 
Decreased Positions :
93
-5,650,058
-7.65%
 
Closed Positions :
23
-200,123
-0.27%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NICOLA WEALTH MANAGEMENT LTD. 65 *New 2024-03-31 123,300 $3,954,000 123,300
   Foster Group Inc. 52 *New 2024-03-31 104,252 $2,469,000 104,252
   D E SHAW & CO INC 1611 *New 2024-03-31 88,556 $2,097,000 88,556
   FIRST CITIZENS BANK & TRUST CO 212 *New 2024-03-31 60,543 $1,434,000 60,543
   Envestnet Portfolio Solutions Inc. 751 *New 2024-03-31 57,269 $1,356,000 57,269
   VIRTU FINANCIAL LLC 461 *New 2024-03-31 18,280 $433,000 18,280
   CAPTRUST FINANCIAL ADVISORS 1586 *New 2024-03-31 17,344 $411,000 17,344
   CUTLER INVESTMENT COUNSEL LLC 116 *New 2024-03-31 10,727 $254,000 10,727
   Kestra Advisory Services LLC 2130 *New 2024-03-31 10,207 $242,000 10,207
   RENAISSANCE TECHNOLOGIES LLC 3208 *New 2024-03-31 9,000 $213,000 9,000
   BROWN ADVISORY HOLDINGS INC 1180 *New 2024-03-31 8,766 $208,000 8,766
   Relaxing Retirement Coach 73 *New 2023-06-30 8,967 $206,000 8,967
   ADVISOR PARTNERS II LLC 1172 *New 2023-09-30 9,553 $202,000 9,553
   Atlantic Trust Group LLC 1149 *New 2024-03-31 8,064 $188,000 8,064
   SYM FINANCIAL CORPORATION 107 *New 2024-03-31 4,668 $111,000 4,668
   Tacita Capital Inc 122 *New 2024-03-31 3,020 $72,000 3,020
   FTB Advisors Inc. 976 *New 2024-03-31 2,000 $47,000 2,000
   Continuum Advisory LLC 645 *New 2024-03-31 1,694 $39,000 1,694
   Raleigh Capital Management Inc. 478 *New 2024-03-31 622 $15,000 622
   SANDY SPRING BANK 859 *New 2024-03-31 390 $9,000 390
   Nelson Van Denburg & Campbell Wealth Management Gr 1995 *New 2024-03-31 313 $7,000 313
   Tradewinds Capital Management LLC 478 *New 2024-03-31 37 $1,000 37
   Glass Jacobson Investment Advisors llc 788 *New 2024-03-31 19 $0 19
  23 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us