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Bartlett & Co’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Bartlett & Co’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
2020
Q3 		– Sell
-882
Closed -$53K – 850
2020
Q2 		$53K Sell
882
-1,011
-53% -$59.4K ﹤0.01% 486
2020
Q1 		$104K Buy
+1,893
New +$136K ﹤0.01% 366

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Bartlett & Co's REZ Position: Q3 2020 in Review

Bartlett & Co sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2020, closing a stake of 882 shares — an estimated $53K sold.

Bartlett & Co first reported a position in REZ in Q1 2020 and held it in 2 quarters. The position peaked at $104K in Q1 2020. 86 funds tracked by Wall St. Rank hold REZ as of Q3 2020.

  • Bartlett & Co reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Bartlett & Co sold 882 iShares Residential and Multisector Real Estate ETF shares in Q3 2020, an estimated $53K.
  • Bartlett & Co first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2020 and held it in 2 quarters.
  • Bartlett & Co's iShares Residential and Multisector Real Estate ETF position peaked at $104K in Q1 2020.
  • 86 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2020.

Based on Bartlett & Co's 13F filing for Q3 2020, filed 20 Oct 2020.