AWM
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AE Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

AE Wealth Management’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
Q2 		$736K Buy
7,770
+1,248
+19% +$112K ﹤0.01% 1040
2026
Q1 		$543K Sell
6,522
-349
-5% -$30K ﹤0.01% 1074
2025
Q4 		$568K Buy
6,871
+55
+0.8% +$4.61K ﹤0.01% 1001
2025
Q3 		$579K Sell
6,816
-7,924
-54% -$659K ﹤0.01% 914
2025
Q2 		$1.21M Sell
14,740
-894
-6% -$73.7K 0.01% 675
2025
Q1 		$1.35M Sell
15,634
-859
-5% -$71.7K 0.01% 633
2024
Q4 		$1.34M Sell
16,493
-445
-3% -$38.1K 0.01% 641
2024
Q3 		$1.5M Sell
16,938
-92
-0.5% -$7.7K 0.01% 618
2024
Q2 		$1.31M Sell
17,030
-152
-0.9% -$11.1K 0.01% 639
2024
Q1 		$1.24M Sell
17,182
-508
-3% -$35.8K 0.01% 609
2023
Q4 		$1.24M Sell
17,690
-2,142
-11% -$144K 0.01% 1077
2023
Q3 		$1.31M Sell
19,832
-1,707
-8% -$122K 0.01% 995
2023
Q2 		$1.58M Sell
21,539
-1,230
-5% -$87.9K 0.01% 915
2023
Q1 		$1.61M Sell
22,769
-1,547
-6% -$112K 0.01% 873
2022
Q4 		$1.66M Sell
24,316
-19,449
-44% -$1.36M 0.01% 811
2022
Q3 		$3.14M Buy
43,765
+14,338
+49% +$1.17M 0.02% 555
2022
Q2 		$2.35M Buy
29,427
+12,570
+75% +$1.09M 0.02% 615
2022
Q1 		$1.62M Buy
16,857
+441
+3% +$40.9K 0.01% 755
2021
Q4 		$1.61M Sell
16,416
-18,771
-53% -$1.73M 0.01% 766
2021
Q3 		$3.01M Buy
35,187
+25,866
+278% +$2.29M 0.02% 511
2021
Q2 		$777K Buy
9,321
+1,953
+27% +$157K 0.01% 936
2021
Q1 		$545K Buy
7,368
+339
+5% +$23.9K 0.01% 991
2020
Q4 		$477K Buy
7,029
+433
+7% +$28.3K 0.01% 981
2020
Q3 		$402K Sell
6,596
-1,981
-23% -$122K 0.01% 945
2020
Q2 		$515K Buy
8,577
+302
+4% +$17.7K 0.01% 870
2020
Q1 		$457K Buy
+8,275
New +$596K 0.01% 716

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

AE Wealth Management's REZ Position: Q2 2026 in Review

AE Wealth Management increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 19% in Q2 2026, buying an estimated $112K and bringing the position to 7,770 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

AE Wealth Management first reported a position in REZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.14M in Q3 2022. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • AE Wealth Management held 7,770 shares of iShares Residential and Multisector Real Estate ETF worth $736K as of Q2 2026.
  • AE Wealth Management bought 1,248 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $112K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1040 holding.
  • AE Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2020 and has held it in 26 quarters since.
  • AE Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $3.14M in Q3 2022.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.