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Caldwell Sutter Capital’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Caldwell Sutter Capital’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
2025
Q2 		– Sell
-11
Closed -$951 – 890
2025
Q1 		$951 Hold
11
– – ﹤0.01% 802
2024
Q4 		$891 Hold
11
– – ﹤0.01% 821
2024
Q3 		$977 Hold
11
– – ﹤0.01% 817
2024
Q2 		$847 Hold
11
– – ﹤0.01% 834
2024
Q1 		$793 Hold
11
– – ﹤0.01% 835
2023
Q4 		$809 Buy
11
+2
+22% +$134 ﹤0.01% 848
2023
Q3 		$594 Buy
+9
New +$643 ﹤0.01% 827

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Caldwell Sutter Capital's REZ Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 11 shares — an estimated $951 sold.

Caldwell Sutter Capital first reported a position in REZ in Q3 2023 and held it in 7 quarters. The position peaked at $977 in Q3 2024. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 11 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $951.
  • Caldwell Sutter Capital first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2023 and held it in 7 quarters.
  • Caldwell Sutter Capital's iShares Residential and Multisector Real Estate ETF position peaked at $977 in Q3 2024.
  • 159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.