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

Atria 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
2025
Q1 		– Sell
-3,397
Closed -$275K – 1985
2024
Q4 		$275K Buy
+3,397
New +$291K ﹤0.01% 1633
2019
Q2 		– Sell
-7,914
Closed -$560K – 1065
2019
Q1 		$560K Buy
+7,914
New +$537K 0.02% 500

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

Atria Investments's REZ Position: Q1 2025 in Review

Atria Investments sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2025, closing a stake of 3,397 shares — an estimated $275K sold.

Atria Investments first reported a position in REZ in Q1 2019 and held it in 2 quarters. The position peaked at $560K in Q1 2019. 165 funds tracked by Wall St. Rank hold REZ as of Q1 2025.

  • Atria Investments reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 3,397 iShares Residential and Multisector Real Estate ETF shares in Q1 2025, an estimated $275K.
  • Atria Investments first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2019 and held it in 2 quarters.
  • Atria Investments's iShares Residential and Multisector Real Estate ETF position peaked at $560K in Q1 2019.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.