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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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPTW
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
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TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return