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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
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

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CAAS
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FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belpointe Asset Management's REZ Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2023, closing a stake of 15 shares — an estimated $1.06K sold.

Belpointe Asset Management first reported a position in REZ in Q4 2022 and held it in 2 quarters. The position peaked at $1.06K in Q1 2023. 140 funds tracked by Wall St. Rank hold REZ as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 15 iShares Residential and Multisector Real Estate ETF shares in Q2 2023, an estimated $1.06K.
  • Belpointe Asset Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iShares Residential and Multisector Real Estate ETF position peaked at $1.06K in Q1 2023.
  • 140 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.