Bank of America
REZ icon

Bank of America’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Bank of America’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 		$8.08M Buy
97,126
+5,912
+6% +$508K ﹤0.01% 3120
2025
Q4 		$7.54M Buy
91,214
+25,001
+38% +$2.1M ﹤0.01% 3059
2025
Q3 		$5.63M Sell
66,213
-6,900
-9% -$574K ﹤0.01% 3877
2025
Q2 		$6.02M Buy
73,113
+15,602
+27% +$1.29M ﹤0.01% 3703
2025
Q1 		$4.97M Sell
57,511
-1,148
-2% -$95.8K ﹤0.01% 3810
2024
Q4 		$4.75M Sell
58,659
-108
-0.2% -$9.25K ﹤0.01% 3641
2024
Q3 		$5.22M Sell
58,767
-6,071
-9% -$508K ﹤0.01% 3702
2024
Q2 		$4.99M Sell
64,838
-3,778
-6% -$276K ﹤0.01% 3621
2024
Q1 		$4.95M Sell
68,616
-11,157
-14% -$787K ﹤0.01% 3619
2023
Q4 		$5.86M Sell
79,773
-15,821
-17% -$1.06M ﹤0.01% 3422
2023
Q3 		$6.3M Sell
95,594
-172,946
-64% -$12.4M ﹤0.01% 3192
2023
Q2 		$19.7M Buy
268,540
+35,849
+15% +$2.56M ﹤0.01% 2064
2023
Q1 		$16.4M Sell
232,691
-74,828
-24% -$5.4M ﹤0.01% 2310
2022
Q4 		$21M Sell
307,519
-160,566
-34% -$11.3M ﹤0.01% 1978
2022
Q3 		$33.6M Buy
468,085
+91,708
+24% +$7.5M ﹤0.01% 1567
2022
Q2 		$30.1M Sell
376,377
-78,029
-17% -$6.78M ﹤0.01% 1660
2022
Q1 		$43.6M Buy
454,406
+66,979
+17% +$6.21M ﹤0.01% 1478
2021
Q4 		$38.1M Buy
387,427
+95,166
+33% +$8.75M ﹤0.01% 1626
2021
Q3 		$25M Buy
292,261
+31,550
+12% +$2.79M ﹤0.01% 1974
2021
Q2 		$21.7M Buy
260,711
+69,694
+36% +$5.59M ﹤0.01% 2069
2021
Q1 		$14.1M Sell
191,017
-20,928
-10% -$1.48M ﹤0.01% 2362
2020
Q4 		$14.4M Sell
211,945
-19,568
-8% -$1.28M ﹤0.01% 2190
2020
Q3 		$14.1M Buy
231,513
+57,774
+33% +$3.55M ﹤0.01% 1994
2020
Q2 		$10.4M Sell
173,739
-72,323
-29% -$4.25M ﹤0.01% 2172
2020
Q1 		$13.6M Buy
246,062
+73,679
+43% +$5.3M ﹤0.01% 1805
2019
Q4 		$13M Buy
172,383
+8,091
+5% +$628K ﹤0.01% 2303
2019
Q3 		$13.1M Buy
164,292
+53,459
+48% +$4.11M ﹤0.01% 2234
2019
Q2 		$8.08M Buy
110,833
+35,432
+47% +$2.54M ﹤0.01% 2775
2019
Q1 		$5.33M Buy
75,401
+9,602
+15% +$651K ﹤0.01% 3101
2018
Q4 		$4.1M Buy
65,799
+38,727
+143% +$2.46M ﹤0.01% 3203
2018
Q3 		$1.7M Sell
27,072
-169
-0.6% -$10.8K ﹤0.01% 4116
2018
Q2 		$1.72M Sell
27,241
-15,684
-37% -$931K ﹤0.01% 4091
2018
Q1 		$2.48M Buy
42,925
+20,852
+94% +$1.19M ﹤0.01% 3723
2017
Q4 		$1.37M Buy
22,073
+1,842
+9% +$117K ﹤0.01% 4268
2017
Q3 		$1.29M Sell
20,231
-3,897
-16% -$252K ﹤0.01% 4333
2017
Q2 		$1.57M Sell
24,128
-16,233
-40% -$1.05M ﹤0.01% 4096
2017
Q1 		$2.55M Sell
40,361
-17,351
-30% -$1.08M ﹤0.01% 3663
2016
Q4 		$3.58M Buy
57,712
+4,088
+8% +$249K ﹤0.01% 3267
2016
Q3 		$3.51M Buy
53,624
+8,409
+19% +$563K ﹤0.01% 3160
2016
Q2 		$3.05M Sell
45,215
-7,749
-15% -$502K ﹤0.01% 3250
2016
Q1 		$3.49M Sell
52,964
-17,022
-24% -$1.05M ﹤0.01% 3091
2015
Q4 		$4.44M Sell
69,986
-927
-1% -$56.7K ﹤0.01% 3068
2015
Q3 		$4.2M Buy
70,913
+50,424
+246% +$2.96M ﹤0.01% 3059
2015
Q2 		$1.15M Sell
20,489
-1,752
-8% -$104K ﹤0.01% 3983
2015
Q1 		$1.38M Sell
22,241
-749
-3% -$46.7K ﹤0.01% 3536
2014
Q4 		$1.35M Sell
22,990
-10,233
-31% -$582K ﹤0.01% 3771
2014
Q3 		$1.7M Sell
33,223
-15,079
-31% -$813K ﹤0.01% 3532
2014
Q2 		$2.58M Sell
48,302
-23,038
-32% -$1.21M ﹤0.01% 3137
2014
Q1 		$3.57M Sell
71,340
-20,313
-22% -$987K ﹤0.01% 2700
2013
Q4 		$4.13M Sell
91,653
-74,106
-45% -$3.53M ﹤0.01% 2637
2013
Q3 		$7.95M Sell
165,759
-17,827
-10% -$883K ﹤0.01% 1987
2013
Q2 		$9.4M Buy
+183,586
New +$9.74M ﹤0.01% 1770

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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America's REZ Position: Q1 2026 in Review

Bank of America increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 6.5% in Q1 2026, buying an estimated $508K and bringing the position to 97,126 shares worth $8.08M. The position accounts for ﹤0.01% of the portfolio, ranked #3120.

Bank of America first reported a position in REZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $43.6M in Q1 2022. 157 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • Bank of America held 97,126 shares of iShares Residential and Multisector Real Estate ETF worth $8.08M as of Q1 2026.
  • Bank of America bought 5,912 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $508K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3120 holding.
  • Bank of America first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's iShares Residential and Multisector Real Estate ETF position peaked at $43.6M in Q1 2022.
  • 157 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.