Advisors Preferred’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Advisors Preferred’s Portfolio REZ Stock Details REZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.2K	Buy	+291	New	+$25K	﹤0.01%	207
2025 Q4	–	Sell	-254	Closed	-$21.6K	–	300
2025 Q3	$21.6K	Buy	+254	New	+$21.1K	﹤0.01%	228
2025 Q2	–	Sell	-152	Closed	-$13.1K	–	275
2025 Q1	$13.1K	Buy	+152	New	+$12.7K	﹤0.01%	234
2024 Q4	–	Sell	-2,446	Closed	-$215K	–	268
2024 Q3	$215K	Buy	+2,446	New	+$205K	0.03%	155
2021 Q4	–	Sell	-412	Closed	-$36K	–	222
2021 Q3	$36K	Buy	+412	New	+$36.5K	0.01%	170
2019 Q3	–	Sell	-219	Closed	-$16K	–	287
2019 Q2	$16K	Sell	219 -731	-77%	-$52.3K	0.01%	199
2019 Q1	$67K	Buy	+950	New	+$64.4K	0.02%	144
2018 Q4	–	Sell	-698	Closed	-$44K	–	202
2018 Q3	$44K	Buy	+698	New	+$44.5K	0.02%	169
2016 Q2	–	Sell	-296	Closed	-$20K	–	283
2016 Q1	$20K	Sell	296 -834	-74%	-$51.5K	0.01%	138
2015 Q4	$71K	Buy	+1,130	New	+$69.1K	0.04%	77
2015 Q2	–	Sell	-138	Closed	-$8.58K	–	265
2015 Q1	$8.58K	Buy	+138	New	+$8.61K	﹤0.01%	237
2014 Q3	–	Sell	-46,918	Closed	-$2.5M	–	346
2014 Q2	$2.5M	Buy	+46,918	New	+$2.46M	1.27%	30

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisors Preferred's REZ Position: Q1 2026 in Review

Advisors Preferred opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026: 291 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #207 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in REZ as recently as Q3 2025.

Advisors Preferred first reported a position in REZ in Q2 2014 and has held it in 12 quarters since. The position peaked at $2.5M in Q2 2014. 156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

Advisors Preferred held 291 shares of iShares Residential and Multisector Real Estate ETF worth $24.2K as of Q1 2026.
iShares Residential and Multisector Real Estate ETF was a new Advisors Preferred position in Q1 2026.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Advisors Preferred's portfolio in Q1 2026, its #207 holding.
Advisors Preferred first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2014 and has held it in 12 quarters since.
Advisors Preferred's iShares Residential and Multisector Real Estate ETF position peaked at $2.5M in Q2 2014.
156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.