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

Ascent Group’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
2025
Q1 		– Sell
-8,299
Closed -$672K – 718
2024
Q4 		$672K Buy
+8,299
New +$711K 0.05% 328
2022
Q2 		– Sell
-21,314
Closed -$2.04M – 496
2022
Q1 		$2.04M Buy
21,314
+880
+4% +$81.6K 0.24% 152
2021
Q4 		$1.88M Buy
+20,434
New +$1.88M 0.24% 156

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
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Ascent Group's REZ Position: Q1 2025 in Review

Ascent Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2025, closing a stake of 8,299 shares — an estimated $672K sold.

Ascent Group first reported a position in REZ in Q4 2021 and held it in 3 quarters. The position peaked at $2.04M in Q1 2022. 165 funds tracked by Wall St. Rank hold REZ as of Q1 2025.

  • Ascent Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Ascent Group sold 8,299 iShares Residential and Multisector Real Estate ETF shares in Q1 2025, an estimated $672K.
  • Ascent Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2021 and held it in 3 quarters.
  • Ascent Group's iShares Residential and Multisector Real Estate ETF position peaked at $2.04M in Q1 2022.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2025.

Based on Ascent Group's 13F filing for Q1 2025, filed 16 May 2025.