Ameriprise
REZ icon

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

Ameriprise’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 		$15M Sell
158,504
-1,903
-1% -$171K ﹤0.01% 1738
2026
Q1 		$13.3M Buy
160,407
+1,170
+0.7% +$101K ﹤0.01% 1707
2025
Q4 		$13.2M Buy
159,237
+2,614
+2% +$219K ﹤0.01% 1708
2025
Q3 		$13.3M Buy
156,623
+2,136
+1% +$178K ﹤0.01% 1698
2025
Q2 		$12.7M Sell
154,487
-6,024
-4% -$496K ﹤0.01% 1642
2025
Q1 		$13.9M Sell
160,511
-5,259
-3% -$439K ﹤0.01% 1547
2024
Q4 		$13.4M Sell
165,770
-9,564
-5% -$819K ﹤0.01% 1587
2024
Q3 		$15.6M Buy
175,334
+27,794
+19% +$2.33M ﹤0.01% 1476
2024
Q2 		$11.4M Sell
147,540
-2,980
-2% -$217K ﹤0.01% 1639
2024
Q1 		$10.9M Sell
150,520
-411,324
-73% -$29M ﹤0.01% 1714
2023
Q4 		$41.3M Buy
561,844
+6,798
+1% +$457K 0.01% 861
2023
Q3 		$36.6M Buy
555,046
+1,611
+0.3% +$115K 0.01% 889
2023
Q2 		$40.6M Buy
553,435
+32,141
+6% +$2.3M 0.01% 860
2023
Q1 		$36.8M Buy
521,294
+37,830
+8% +$2.73M 0.01% 904
2022
Q4 		$33M Buy
483,464
+66,224
+16% +$4.64M 0.01% 919
2022
Q3 		$30M Sell
417,240
-37,039
-8% -$3.03M 0.01% 929
2022
Q2 		$36.4M Sell
454,279
-225,332
-33% -$19.6M 0.01% 864
2022
Q1 		$65.3M Buy
679,611
+328,948
+94% +$30.5M 0.02% 689
2021
Q4 		$34.4M Buy
350,663
+62,499
+22% +$5.75M 0.01% 1018
2021
Q3 		$24.7M Buy
288,164
+16,365
+6% +$1.45M 0.01% 1114
2021
Q2 		$22.6M Buy
271,799
+17,130
+7% +$1.37M 0.01% 1256
2021
Q1 		$18.9M Buy
254,669
+56,459
+28% +$3.99M 0.01% 1365
2020
Q4 		$13.4M Buy
198,210
+1,735
+0.9% +$113K ﹤0.01% 1526
2020
Q3 		$12M Buy
196,475
+5,741
+3% +$353K ﹤0.01% 1429
2020
Q2 		$11.5M Buy
190,734
+40,455
+27% +$2.38M ﹤0.01% 1444
2020
Q1 		$8.29M Sell
150,279
-2,708
-2% -$195K ﹤0.01% 1535
2019
Q4 		$11.5M Sell
152,987
-21,674
-12% -$1.68M ﹤0.01% 1626
2019
Q3 		$13.9M Sell
174,661
-12,211
-7% -$940K 0.01% 1432
2019
Q2 		$13.6M Buy
186,872
+25,372
+16% +$1.82M 0.01% 1480
2019
Q1 		$11.4M Buy
161,500
+131,672
+441% +$8.93M 0.01% 1587
2018
Q4 		$1.86M Buy
29,828
+9,954
+50% +$634K ﹤0.01% 2684
2018
Q3 		$1.25M Buy
19,874
+761
+4% +$48.5K ﹤0.01% 2991
2018
Q2 		$1.21M Sell
19,113
-8,320
-30% -$494K ﹤0.01% 2948
2018
Q1 		$1.58M Buy
27,433
+842
+3% +$48.2K ﹤0.01% 2784
2017
Q4 		$1.66M Buy
26,591
+1,601
+6% +$102K ﹤0.01% 2752
2017
Q3 		$1.59M Buy
24,990
+4,392
+21% +$284K ﹤0.01% 2727
2017
Q2 		$1.34M Buy
20,598
+3,996
+24% +$259K ﹤0.01% 2800
2017
Q1 		$1.05M Buy
16,602
+4,009
+32% +$250K ﹤0.01% 2870
2016
Q4 		$779K Buy
12,593
+1,922
+18% +$117K ﹤0.01% 3082
2016
Q3 		$699K Buy
10,671
+3,962
+59% +$265K ﹤0.01% 3062
2016
Q2 		$448K Buy
6,709
+554
+9% +$35.9K ﹤0.01% 3214
2016
Q1 		$400K Sell
6,155
-46
-0.7% -$2.84K ﹤0.01% 3253
2015
Q4 		$393K Buy
6,201
+182
+3% +$11.1K ﹤0.01% 3367
2015
Q3 		$357K Sell
6,019
-921
-13% -$54.1K ﹤0.01% 3411
2015
Q2 		$389K Buy
6,940
+1
+0% +$59 ﹤0.01% 3552
2015
Q1 		$431K Buy
6,939
+589
+9% +$36.8K ﹤0.01% 3270
2014
Q4 		$374K Buy
6,350
+2,628
+71% +$149K ﹤0.01% 3239
2014
Q3 		$190K Buy
3,722
+523
+16% +$28.2K ﹤0.01% 3427
2014
Q2 		$170K Buy
3,199
+1,069
+50% +$56.1K ﹤0.01% 3389
2014
Q1 		$107K Sell
2,130
-108
-5% -$5.25K ﹤0.01% 3483
2013
Q4 		$101K Sell
2,238
-56
-2% -$2.67K ﹤0.01% 3382
2013
Q3 		$110K Sell
2,294
-190
-8% -$9.42K ﹤0.01% 3423
2013
Q2 		$127K Buy
+2,484
New +$132K ﹤0.01% 3283

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
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise's REZ Position: Q2 2026 in Review

Ameriprise reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 1.2% in Q2 2026, selling an estimated $171K and leaving 158,504 shares worth $15M. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Ameriprise first reported a position in REZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $65.3M in Q1 2022. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Ameriprise held 158,504 shares of iShares Residential and Multisector Real Estate ETF worth $15M as of Q2 2026.
  • Ameriprise sold 1,903 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $171K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1738 holding.
  • Ameriprise first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • Ameriprise's iShares Residential and Multisector Real Estate ETF position peaked at $65.3M in Q1 2022.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.