Belpointe Asset Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Belpointe Asset 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
2026 Q3	–	Sell	-2,715	Closed	-$257K	–	1234
2026 Q2	$257K	Buy	+2,715	New	+$244K	0.01%	952
2023 Q2	–	Sell	-15	Closed	-$1.06K	–	2730
2023 Q1	$1.06K	Hold	15	–	–	﹤0.01%	3461
2022 Q4	$1.02K	Buy	+15	New	+$1.05K	﹤0.01%	3431

Other funds holding REZ

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $448M AUM 10.69% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bard Associates Chicago, Illinois $431M AUM 30.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sovereign Financial Group Stamford, Connecticut $703M AUM 21.89% 1-Year Est. Return

Ascension Capital Advisors Houston, Texas $349M AUM 7.84% 1-Year Est. Return

Belpointe Asset Management's REZ Position: Q3 2026 in Review

Belpointe Asset Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2026, closing a stake of 2,715 shares — an estimated $257K sold.

Belpointe Asset Management first reported a position in REZ in Q4 2022 and held it in 3 quarters. The position peaked at $257K in Q2 2026. 138 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

Belpointe Asset Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2026 after selling out during the quarter.
Belpointe Asset Management sold 2,715 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $257K.
Belpointe Asset Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and held it in 3 quarters.
Belpointe Asset Management's iShares Residential and Multisector Real Estate ETF position peaked at $257K in Q2 2026.
138 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.