Beaumont Capital Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Beaumont Capital 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
2025 Q1	–	Sell	-6,931	Closed	-$562K	–	68
2024 Q4	$562K	Buy	+6,931	New	+$594K	0.43%	36
2022 Q2	–	Sell	-11,223	Closed	-$1.08M	–	38
2022 Q1	$1.08M	Buy	+11,223	New	+$1.04M	0.69%	30

Other funds holding REZ

FPTW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

AWM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ECM

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

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Beaumont Capital Management's REZ Position: Q1 2025 in Review

Beaumont Capital Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2025, closing a stake of 6,931 shares — an estimated $562K sold.

Beaumont Capital Management first reported a position in REZ in Q1 2022 and held it in 2 quarters. The position peaked at $1.08M in Q1 2022. 165 funds tracked by Wall St. Rank hold REZ as of Q1 2025.

Beaumont Capital Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Beaumont Capital Management sold 6,931 iShares Residential and Multisector Real Estate ETF shares in Q1 2025, an estimated $562K.
Beaumont Capital Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2022 and held it in 2 quarters.
Beaumont Capital Management's iShares Residential and Multisector Real Estate ETF position peaked at $1.08M in Q1 2022.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2025.

Based on Beaumont Capital Management's 13F filing for Q1 2025, filed 15 May 2025.