ATI
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ARK & TLK Investments’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

ARK & TLK Investments’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
Q1 		$283K Hold
3,397
– – 0.08% 110
2025
Q4 		$281K Hold
3,397
– – 0.08% 103
2025
Q3 		$289K Hold
3,397
– – 0.09% 98
2025
Q2 		$280K Hold
3,397
– – 0.09% 100
2025
Q1 		$294K Hold
3,397
– – 0.1% 95
2024
Q4 		$275K Hold
3,397
– – 0.1% 98
2024
Q3 		$302K Hold
3,397
– – 0.11% 92
2024
Q2 		$262K Hold
3,397
– – 0.1% 96
2024
Q1 		$245K Hold
3,397
– – 0.1% 96
2023
Q4 		$250K Buy
+3,397
New +$228K 0.1% 95

Other funds holding REZ

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
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return