CIA
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Cape Investment Advisory’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Cape Investment Advisory’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
-115
Closed -$9.54K – 964
2025
Q4 		$9.54K Buy
+115
New +$9.64K ﹤0.01% 767
2025
Q3 		– Sell
-114
Closed -$9.35K – 1112
2025
Q2 		$9.35K Buy
114
+1
+0.9% +$82 ﹤0.01% 648
2025
Q1 		$9.75K Buy
113
+1
+0.9% +$83 ﹤0.01% 606
2024
Q4 		$9.11K Buy
112
+1
+0.9% +$86 ﹤0.01% 605
2024
Q3 		$9.9K Hold
111
– – ﹤0.01% 564
2024
Q2 		$8.54K Buy
111
+1
+0.9% +$73 ﹤0.01% 549
2024
Q1 		$7.95K Hold
110
– – ﹤0.01% 585
2023
Q4 		$8.07K Sell
110
-1,935
-95% -$130K ﹤0.01% 710
2023
Q3 		$135K Hold
2,045
– – 0.08% 180
2023
Q2 		$150K Buy
2,045
+2
+0.1% +$143 0.08% 161
2023
Q1 		$144K Buy
+2,043
New +$147K 0.09% 158

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return