Brinker Capital Investments’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Brinker Capital Investments’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 Q1	–	Sell	-8,086	Closed	-$668K	–	2212
2025 Q4	$668K	Buy	8,086 +902	+13%	+$75.6K	﹤0.01%	1458
2025 Q3	$610K	Buy	7,184 +704	+11%	+$58.6K	﹤0.01%	1462
2025 Q2	$534K	Sell	6,480 -423	-6%	-$34.9K	﹤0.01%	1482
2025 Q1	$597K	Sell	6,903 -150	-2%	-$12.5K	0.01%	1334
2024 Q4	$571K	Sell	7,053 -1,052	-13%	-$90.1K	0.01%	1291
2024 Q3	$720K	Buy	+8,105	New	+$678K	0.01%	1188
2023 Q4	–	Sell	-3,405	Closed	-$225K	–	1736
2023 Q3	$225K	Hold	3,405	–	–	﹤0.01%	1504
2023 Q2	$249K	Sell	3,405 -35	-1%	-$2.5K	﹤0.01%	1478
2023 Q1	$243K	Buy	+3,440	New	+$248K	﹤0.01%	1425

Other funds holding REZ

FPTW

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ECM

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brinker Capital Investments's REZ Position: Q1 2026 in Review

Brinker Capital Investments sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026, closing a stake of 8,086 shares — an estimated $668K sold.

Brinker Capital Investments first reported a position in REZ in Q1 2023 and held it in 9 quarters. The position peaked at $720K in Q3 2024. 158 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

Brinker Capital Investments reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Brinker Capital Investments sold 8,086 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $668K.
Brinker Capital Investments first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2023 and held it in 9 quarters.
Brinker Capital Investments's iShares Residential and Multisector Real Estate ETF position peaked at $720K in Q3 2024.
158 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.