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Get Institutions for : 
iShares FTSE NAREIT Resid Plus Cp Idx (REZ)  
$73.26 0.07 (0.1%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    12
Total shares held : 
4,847,654  
% of shares held : 
38.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -16  
Amount of shares held : 
108,690  
% of shares held change : 
  0.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$64.86  
Last Quarter's Ending Price : 
$73.52  
Last Quarter's Average Price
$67.20  
Change from last quarter's     
avg. price to the last closing  : 
6.06 (9.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 121,052
 2.5%
 
Increased Positions :
44
 305,162
 6.3%
 
Unchanged Positions :
27
 152,757
 3.15%
 
Decreased Positions :
48
-214,352
-4.42%
 
Closed Positions :
24
-103,172
-2.13%
 
Guru Positions :
1
7,616
 0.16%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SageView Advisory Group LLC 49 *New 2024-03-31 32,329 $5,313,000 32,329
   VAN ECK ASSOCIATES CORP 804 *New 2024-03-31 33,536 $2,417,000 33,536
   Buckingham Strategic Partners 164 *New 2024-03-31 26,434 $1,905,000 26,434
   LINCOLN NATIONAL CORP 580 *New 2024-03-31 11,163 $805,000 11,163
   Burns Matteson Capital Management LLC 44 *New 2024-03-31 10,339 $745,000 10,339
   D E SHAW & CO INC 2268 *New 2024-03-31 6,957 $501,000 6,957
   TWO SIGMA ADVISERS, LLC 1933 *New 2024-03-31 6,000 $432,000 6,000
   MILLENNIUM MANAGEMENT LLC 3328 *New 2024-03-31 4,633 $334,000 4,633
   SHUFRO ROSE & CO LLC 267 *New 2024-03-31 3,000 $216,000 3,000
   Castleview Partners LLC 262 *New 2024-03-31 1,293 $93,000 1,293
   Atlantic Trust Group LLC 2520 *New 2024-03-31 66 $5,000 66
   SIMPLEX TRADING LLC 2074 *New 2024-03-31 52 $3,000 52

  12 Records found
  1    
  Page 1 of 1
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