CP
REZ icon

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

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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