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

Aptus Capital 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
Q3 		– Sell
-1,847
Closed -$135K – 927
2023
Q2 		$135K Sell
1,847
-459
-20% -$32.8K ﹤0.01% 513
2023
Q1 		$163K Buy
+2,306
New +$166K ﹤0.01% 487

Other funds holding REZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aptus Capital Advisors's REZ Position: Q3 2023 in Review

Aptus Capital Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2023, closing a stake of 1,847 shares — an estimated $135K sold.

Aptus Capital Advisors first reported a position in REZ in Q1 2023 and held it in 2 quarters. The position peaked at $163K in Q1 2023. 137 funds tracked by Wall St. Rank hold REZ as of Q3 2023.

  • Aptus Capital Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 1,847 iShares Residential and Multisector Real Estate ETF shares in Q3 2023, an estimated $135K.
  • Aptus Capital Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2023 and held it in 2 quarters.
  • Aptus Capital Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $163K in Q1 2023.
  • 137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2023.

Based on Aptus Capital Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.