APA
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American Portfolios Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$1.23M Sell
17,188
-16,805
-49% -$1.37M 0.05% 363
2022
Q2 		$2.72M Buy
33,993
+591
+2% +$51.4K 0.11% 191
2022
Q1 		$3.2M Buy
33,402
+6,170
+23% +$572K 0.11% 194
2021
Q4 		$2.67M Buy
27,232
+3,248
+14% +$299K 0.09% 223
2021
Q3 		$2.05M Sell
23,984
-3,068
-11% -$272K 0.08% 265
2021
Q2 		$2.25M Sell
27,052
-6,654
-20% -$533K 0.09% 238
2021
Q1 		$2.49M Sell
33,706
-4,673
-12% -$330K 0.11% 187
2020
Q4 		$2.6M Sell
38,379
-2,759
-7% -$180K 0.13% 149
2020
Q3 		$2.51M Sell
41,138
-5,577
-12% -$343K 0.14% 137
2020
Q2 		$2.81M Buy
46,715
+6,184
+15% +$363K 0.18% 115
2020
Q1 		$2.24M Buy
40,531
+38,588
+1,986% +$2.78M 0.19% 123
2019
Q4 		$146K Buy
1,943
+76
+4% +$5.89K 0.01% 873
2019
Q3 		$148K Buy
1,867
+89
+5% +$6.85K 0.01% 818
2019
Q2 		$130K Buy
1,778
+60
+3% +$4.29K 0.01% 879
2019
Q1 		$121K Buy
1,718
+410
+31% +$27.8K 0.01% 811
2018
Q4 		$81.5K Buy
1,308
+167
+15% +$10.6K 0.01% 810
2018
Q3 		$71.8K Buy
1,141
+36
+3% +$2.3K 0.01% 964
2018
Q2 		$69.7K Buy
1,105
+8
+0.7% +$475 0.01% 952
2018
Q1 		$63.2K Buy
1,097
+797
+266% +$45.6K 0.01% 928
2017
Q4 		$18.7K Buy
+300
New +$19K ﹤0.01% 1351

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Portfolios Advisors's REZ Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 49% in Q3 2022, selling an estimated $1.37M and leaving 17,188 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #363.

American Portfolios Advisors first reported a position in REZ in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.2M in Q1 2022. 138 funds tracked by Wall St. Rank hold REZ as of Q3 2022.

  • American Portfolios Advisors held 17,188 shares of iShares Residential and Multisector Real Estate ETF worth $1.23M as of Q3 2022.
  • American Portfolios Advisors sold 16,805 iShares Residential and Multisector Real Estate ETF shares in Q3 2022, an estimated $1.37M.
  • iShares Residential and Multisector Real Estate ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #363 holding.
  • American Portfolios Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $3.2M in Q1 2022.
  • 138 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.