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Beirne Wealth Consulting Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Beirne Wealth Consulting Services’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
Q2 		– Sell
-3,159
Closed -$273K – 106
2025
Q1 		$273K Buy
3,159
+13
+0.4% +$1.08K 0.1% 82
2024
Q4 		$255K Buy
3,146
+25
+0.8% +$2.14K 0.09% 81
2024
Q3 		$277K Buy
3,121
+17
+0.5% +$1.42K 0.1% 83
2024
Q2 		$239K Buy
3,104
+16
+0.5% +$1.17K 0.1% 87
2024
Q1 		$223K Buy
3,088
+14
+0.5% +$987 0.09% 87
2023
Q4 		$226K Buy
3,074
+61
+2% +$4.1K 0.11% 130
2023
Q3 		$221K Hold
3,013
– – 0.18% 83
2023
Q2 		$221K Sell
3,013
-3,519
-54% -$251K 0.18% 83
2023
Q1 		$461K Buy
6,532
+35
+0.5% +$2.52K 0.32% 60
2022
Q4 		$444K Buy
6,497
+70
+1% +$4.91K 0.22% 60
2022
Q3 		$462K Buy
6,427
+74
+1% +$6.05K 0.18% 65
2022
Q2 		$508K Sell
6,353
-6,286
-50% -$546K 0.33% 53
2022
Q1 		$1.21M Buy
12,639
+39
+0.3% +$3.62K 0.68% 34
2021
Q4 		$1.24M Buy
+12,600
New +$1.16M 0.68% 27

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Beirne Wealth Consulting Services's REZ Position: Q2 2025 in Review

Beirne Wealth Consulting Services sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 3,159 shares — an estimated $273K sold.

Beirne Wealth Consulting Services first reported a position in REZ in Q4 2021 and held it in 14 quarters. The position peaked at $1.24M in Q4 2021. 160 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

  • Beirne Wealth Consulting Services reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 3,159 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $273K.
  • Beirne Wealth Consulting Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2021 and held it in 14 quarters.
  • Beirne Wealth Consulting Services's iShares Residential and Multisector Real Estate ETF position peaked at $1.24M in Q4 2021.
  • 160 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2025, filed 4 Aug 2025.