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

Ancora 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
2023 Q4	–	Sell	-120	Closed	-$7.94K	–	1821
2023 Q3	$7.94K	Hold	120	–	–	﹤0.01%	1327
2023 Q2	$8.83K	Hold	120	–	–	﹤0.01%	1293
2023 Q1	$8.46K	Buy	120 +1	+0.8%	+$72	﹤0.01%	1307
2022 Q4	$8K	Buy	119 +2	+2%	+$140	﹤0.01%	1395
2022 Q3	$8K	Hold	117	–	–	﹤0.01%	1541
2022 Q2	$9K	Buy	117 +1	+0.9%	+$87	﹤0.01%	1633
2022 Q1	$11K	Hold	116	–	–	﹤0.01%	1706
2021 Q4	$11K	Buy	116 +58	+100%	+$5.33K	﹤0.01%	1768
2021 Q3	$5K	Buy	+58	New	+$5.14K	﹤0.01%	1918

Other funds holding REZ

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

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CPG

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

Ancora Advisors's REZ Position: Q4 2023 in Review

Ancora Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2023, closing a stake of 120 shares — an estimated $7.94K sold.

Ancora Advisors first reported a position in REZ in Q3 2021 and held it in 9 quarters. The position peaked at $11K in Q1 2022. 137 funds tracked by Wall St. Rank hold REZ as of Q4 2023.

Ancora Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Ancora Advisors sold 120 iShares Residential and Multisector Real Estate ETF shares in Q4 2023, an estimated $7.94K.
Ancora Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and held it in 9 quarters.
Ancora Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $11K in Q1 2022.
137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2023.

Based on Ancora Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.