CTC
REZ icon

Central Trust Company’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Central Trust Company’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 		$301K Hold
3,179
– – 0.01% 544
2026
Q1 		$265K Hold
3,179
– – 0.01% 540
2025
Q4 		$263K Hold
3,179
– – 0.01% 530
2025
Q3 		$270K Buy
+3,179
New +$264K 0.01% 531

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
PGF
Plan Group Financial Oklahoma City, Oklahoma $486M AUM 23.53% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
FWM
Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

Central Trust Company's REZ Position: Q2 2026 in Review

Central Trust Company held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 3,179 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #544.

Central Trust Company first reported a position in REZ in Q3 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Central Trust Company held 3,179 shares of iShares Residential and Multisector Real Estate ETF worth $301K as of Q2 2026.
  • Central Trust Company left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.01% of Central Trust Company's portfolio in Q2 2026, its #544 holding.
  • Central Trust Company first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.