Axxcess Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Axxcess Wealth Management’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	–	Sell	-2,932	Closed	-$242K	–	859
2025 Q4	$242K	Sell	2,932 -490	-14%	-$41.1K	﹤0.01%	920
2025 Q3	$291K	Sell	3,422 -702	-17%	-$58.4K	0.01%	767
2025 Q2	$340K	Sell	4,124 -6,392	-61%	-$527K	0.01%	691
2025 Q1	$909K	Sell	10,516 -30,352	-74%	-$2.53M	0.02%	418
2024 Q4	$3.31M	Sell	40,868 -8,457	-17%	-$725K	0.08%	181
2024 Q3	$4.38M	Sell	49,325 -419,970	-89%	-$35.1M	0.11%	155
2024 Q2	$36.1M	Buy	469,295 +16,380	+4%	+$1.2M	0.96%	21
2024 Q1	$32.6M	Buy	452,915 +21,607	+5%	+$1.52M	0.89%	23
2023 Q4	$31.7M	Sell	431,308 -12,002	-3%	-$807K	0.92%	20
2023 Q3	$29.2M	Buy	+443,310	New	+$31.7M	1%	20

Other funds holding REZ

FPTW

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

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

ECM

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

CPG

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

AWM

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

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

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

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

Axxcess Wealth Management's REZ Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026, closing a stake of 2,932 shares — an estimated $242K sold.

Axxcess Wealth Management first reported a position in REZ in Q3 2023 and held it in 10 quarters. The position peaked at $36.1M in Q2 2024. 158 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

Axxcess Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 2,932 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $242K.
Axxcess Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2023 and held it in 10 quarters.
Axxcess Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $36.1M in Q2 2024.
158 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.