Brinker Capital Investments’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Sell |
6,480
-423
| -6% | -$34.8K | ﹤0.01% | 1482 |
|
|
2025
Q1 | $597K | Sell |
6,903
-150
| -2% | -$13K | 0.01% | 1334 |
|
|
2024
Q4 | $571K | Sell |
7,053
-1,052
| -13% | -$85.2K | 0.01% | 1291 |
|
|
2024
Q3 | $720K | Buy |
+8,105
| New | +$720K | 0.01% | 1188 |
|
|
2023
Q4 | – | Sell |
-3,405
| Closed | -$225K | – | 1736 |
|
|
2023
Q3 | $225K | Hold |
3,405
| – | – | ﹤0.01% | 1505 |
|
|
2023
Q2 | $249K | Sell |
3,405
-35
| -1% | -$2.57K | ﹤0.01% | 1478 |
|
|
2023
Q1 | $243K | Buy |
+3,440
| New | +$243K | ﹤0.01% | 1426 |
|