Central Pacific Bank - Trust Division’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Central Pacific Bank - Trust Division’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 Q2	$2.75K	Hold	29	–	–	﹤0.01%	786
2026 Q1	$2.41K	Hold	29	–	–	﹤0.01%	785
2025 Q4	$2.4K	Hold	29	–	–	﹤0.01%	770
2025 Q3	$2.46K	Hold	29	–	–	﹤0.01%	766
2025 Q2	$2.39K	Hold	29	–	–	﹤0.01%	773
2025 Q1	$2.51K	Hold	29	–	–	﹤0.01%	772
2024 Q4	$2.35K	Hold	29	–	–	﹤0.01%	799
2024 Q3	$2.58K	Hold	29	–	–	﹤0.01%	776
2024 Q2	$2.23K	Hold	29	–	–	﹤0.01%	867
2024 Q1	$2.06K	Buy	+29	New	+$2.04K	﹤0.01%	869

Other funds holding REZ

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return