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Centric Wealth Management’s Residential REIT ETF HAUS Stock Holding History

Centric Wealth Management’s Portfolio HAUS Stock Details HAUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$621K Hold
33,340
– – 0.1% 123
2026
Q1 		$621K Buy
33,340
+1,297
+4% +$23.3K 0.12% 114
2025
Q4 		$563K Sell
32,043
-441
-1% -$7.7K 0.12% 118
2025
Q3 		$551K Buy
32,484
+104
+0.3% +$1.86K 0.12% 119
2025
Q2 		$563K Sell
32,380
-305
-0.9% -$5.57K 0.13% 113
2025
Q1 		$638K Buy
32,685
+2,032
+7% +$38.3K 0.17% 99
2024
Q4 		$575K Buy
30,653
+2,494
+9% +$48.3K 0.16% 102
2024
Q3 		$541K Buy
+28,159
New +$538K 0.14% 108

Other funds holding HAUS

ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $293M AUM 17.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centric Wealth Management's HAUS Position: Q2 2026 in Review

Centric Wealth Management held its Residential REIT ETF (HAUS) position steady in Q2 2026 at 33,340 shares worth $621K. The position accounts for 0.1% of the portfolio, ranked #123.

Centric Wealth Management first reported a position in HAUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $638K in Q1 2025. 7 funds tracked by Wall St. Rank hold HAUS as of Q2 2026.

  • Centric Wealth Management held 33,340 shares of Residential REIT ETF worth $621K as of Q2 2026.
  • Centric Wealth Management left its Residential REIT ETF share count unchanged in Q2 2026.
  • Residential REIT ETF made up 0.1% of Centric Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Centric Wealth Management first reported a position in Residential REIT ETF in Q3 2024 and has held it in 8 quarters since.
  • Centric Wealth Management's Residential REIT ETF position peaked at $638K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Residential REIT ETF as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.