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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
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
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

Belpointe Asset Management's REZ Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 2,715 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in REZ as recently as Q1 2023.

Belpointe Asset Management first reported a position in REZ in Q4 2022 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Belpointe Asset Management held 2,715 shares of iShares Residential and Multisector Real Estate ETF worth $257K as of Q2 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Belpointe Asset Management position in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #952 holding.
  • Belpointe Asset Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.