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

Atria Wealth Solutions’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 Q2	$595K	Sell	7,173 -4,701	-40%	-$387K	0.01%	838
2025 Q1	$1.03M	Sell	11,874 -7,930	-40%	-$662K	0.01%	884
2024 Q4	$1.6M	Buy	19,804 +9,433	+91%	+$808K	0.02%	725
2024 Q3	$921K	Buy	10,371 +5,819	+128%	+$487K	0.01%	940
2024 Q2	$350K	Sell	4,552 -291	-6%	-$21.2K	﹤0.01%	1422
2024 Q1	$349K	Buy	4,843 +16	+0.3%	+$1.13K	﹤0.01%	1465
2023 Q4	$355K	Buy	4,827 +72	+2%	+$4.84K	﹤0.01%	1386
2023 Q3	$317K	Hold	4,755	–	–	﹤0.01%	1388
2023 Q2	$348K	Buy	4,755 +328	+7%	+$23.4K	﹤0.01%	1351
2023 Q1	$313K	Sell	4,427 -161	-4%	-$11.6K	﹤0.01%	1388
2022 Q4	$314K	Sell	4,588 -11,847	-72%	-$830K	0.01%	1337
2022 Q3	$1.18M	Buy	16,435 +749	+5%	+$61.2K	0.02%	662
2022 Q2	$1.25M	Buy	15,686 +1,306	+9%	+$114K	0.02%	606
2022 Q1	$1.38M	Buy	+14,380	New	+$1.33M	0.02%	604

Other funds holding REZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's REZ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 40% in Q2 2025, selling an estimated $387K and leaving 7,173 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #838.

Atria Wealth Solutions first reported a position in REZ in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.6M in Q4 2024. 160 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

Atria Wealth Solutions held 7,173 shares of iShares Residential and Multisector Real Estate ETF worth $595K as of Q2 2025.
Atria Wealth Solutions sold 4,701 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $387K.
iShares Residential and Multisector Real Estate ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #838 holding.
Atria Wealth Solutions first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Residential and Multisector Real Estate ETF position peaked at $1.6M in Q4 2024.
160 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.