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Castleview Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Castleview Partners’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
-2,651
Closed -$219K – 218
2025
Q4 		$219K Sell
2,651
-3,180
-55% -$267K 0.11% 180
2025
Q3 		$495K Buy
5,831
+1,630
+39% +$136K 0.27% 81
2025
Q2 		$346K Buy
4,201
+1,107
+36% +$91.2K 0.22% 112
2025
Q1 		$267K Buy
3,094
+392
+15% +$32.7K 0.18% 140
2024
Q4 		$217K Buy
2,702
+39
+1% +$3.34K 0.12% 179
2024
Q3 		$237K Sell
2,663
-2,794
-51% -$234K 0.14% 158
2024
Q2 		$420K Buy
5,457
+4,164
+322% +$304K 0.24% 99
2024
Q1 		$93.2K Buy
+1,293
New +$91.2K 0.05% 263

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 $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Castleview Partners's REZ Position: Q1 2026 in Review

Castleview Partners sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026, closing a stake of 2,651 shares — an estimated $219K sold.

Castleview Partners first reported a position in REZ in Q1 2024 and held it in 8 quarters. The position peaked at $495K in Q3 2025. 159 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • Castleview Partners reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Castleview Partners sold 2,651 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $219K.
  • Castleview Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2024 and held it in 8 quarters.
  • Castleview Partners's iShares Residential and Multisector Real Estate ETF position peaked at $495K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.