CIM
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Cambria Investment Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Cambria Investment 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
2025
Q2 		– Sell
-100,544
Closed -$8.69M – 476
2025
Q1 		$8.69M Sell
100,544
-2,422
-2% -$202K 0.61% 87
2024
Q4 		$8.34M Sell
102,966
-767
-0.7% -$65.7K 0.51% 104
2024
Q3 		$9.21M Buy
+103,733
New +$8.68M 0.55% 108
2022
Q2 		– Sell
-62,800
Closed -$6.02M – 291
2022
Q1 		$6.02M Buy
+62,800
New +$5.82M 0.77% 36
2020
Q1 		– Sell
-97,861
Closed -$7.37M – 193
2019
Q4 		$7.37M Sell
97,861
-3,828
-4% -$297K 1.95% 13
2019
Q3 		$8.08M Sell
101,689
-6,558
-6% -$505K 1.21% 12
2019
Q2 		$7.89M Buy
108,247
+12,023
+12% +$860K 1.21% 18
2019
Q1 		$6.8M Buy
96,224
+1,093
+1% +$74.1K 1.05% 19
2018
Q4 		$5.93M Sell
95,131
-4,869
-5% -$310K 1.01% 23
2018
Q3 		$6.29M Buy
+100,000
New +$6.38M 0.92% 23
2016
Q4 		– Sell
-22,357
Closed -$1.47M – 180
2016
Q3 		$1.47M Sell
22,357
-1
-0% -$67 0.68% 50
2016
Q2 		$1.51M Sell
22,358
-1,177
-5% -$76.3K 0.7% 59
2016
Q1 		$1.55M Sell
23,535
-1,177
-5% -$72.7K 0.72% 57
2015
Q4 		$1.57M Buy
+24,712
New +$1.51M 0.63% 67
2015
Q3 		– Sell
-36,736
Closed -$2.06M – 357
2015
Q2 		$2.06M Sell
36,736
-3,936
-10% -$234K 0.63% 86
2015
Q1 		$2.53K Buy
40,672
+15,744
+63% +$983K 0.29% 47
2014
Q4 		$1.47M Buy
+24,928
New +$1.42M 0.52% 99

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 $2.02B AUM 24.14% 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 $5.7B AUM 32.06% 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

Cambria Investment Management's REZ Position: Q2 2025 in Review

Cambria Investment Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 100,544 shares — an estimated $8.69M sold.

Cambria Investment Management first reported a position in REZ in Q4 2014 and held it in 17 quarters. The position peaked at $9.21M in Q3 2024. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

  • Cambria Investment Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Cambria Investment Management sold 100,544 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $8.69M.
  • Cambria Investment Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2014 and held it in 17 quarters.
  • Cambria Investment Management's iShares Residential and Multisector Real Estate ETF position peaked at $9.21M in Q3 2024.
  • 159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Cambria Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.