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Beacon Pointe Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Beacon Pointe Advisors’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
Q2 		$221K Buy
+2,329
New +$209K ﹤0.01% 1769

Other funds holding REZ

Morgan Stanley
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Beacon Pointe Advisors's REZ Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 2,329 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1769 among its holdings.

164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Beacon Pointe Advisors held 2,329 shares of iShares Residential and Multisector Real Estate ETF worth $221K as of Q2 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Beacon Pointe Advisors position in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1769 holding.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.