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Cetera Advisor Networks’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$449K Sell
6,227
-467
-7% -$32.9K ﹤0.01% 2004
2023
Q4 		$492K Sell
6,694
-9,708
-59% -$652K ﹤0.01% 1891
2023
Q3 		$1.08M Sell
16,402
-2,169
-12% -$155K 0.01% 1231
2023
Q2 		$1.36M Buy
18,571
+2,625
+16% +$187K 0.01% 1063
2023
Q1 		$1.13M Buy
15,946
+1,830
+13% +$132K 0.01% 1163
2022
Q4 		$965K Sell
14,116
-1,449
-9% -$102K 0.01% 1211
2022
Q3 		$1.12M Sell
15,565
-85,546
-85% -$7M 0.01% 831
2022
Q2 		$8.09M Buy
101,111
+86,159
+576% +$7.49M 0.1% 223
2022
Q1 		$1.43M Buy
14,952
+355
+2% +$32.9K 0.02% 755
2021
Q4 		$1.43M Buy
14,597
+2,999
+26% +$276K 0.02% 733
2021
Q3 		$992K Buy
11,598
+407
+4% +$36.1K 0.01% 846
2021
Q2 		$933K Buy
11,191
+1,122
+11% +$89.9K 0.01% 851
2021
Q1 		$745K Buy
10,069
+193
+2% +$13.6K 0.02% 696
2020
Q4 		$670K Buy
9,876
+657
+7% +$43K 0.02% 671
2020
Q3 		$562K Buy
9,219
+3,514
+62% +$216K 0.01% 671
2020
Q2 		$343K Sell
5,705
-1,342
-19% -$78.8K 0.01% 851
2020
Q1 		$389K Sell
7,047
-3,018
-30% -$217K 0.01% 699
2019
Q4 		$762K Sell
10,065
-1,418
-12% -$110K 0.02% 588
2019
Q3 		$915K Buy
11,483
+2,014
+21% +$155K 0.03% 495
2019
Q2 		$693K Buy
9,469
+677
+8% +$48.4K 0.02% 578
2019
Q1 		$621K Buy
+8,792
New +$596K 0.02% 595
2013
Q4 		– Sell
-4,258
Closed -$205K – 776
2013
Q3 		$205K Buy
4,258
+243
+6% +$12K 0.02% 624
2013
Q2 		$207K Buy
+4,015
New +$213K 0.02% 545

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Cetera Advisor Networks's REZ Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 7% in Q1 2024, selling an estimated $32.9K and leaving 6,227 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Cetera Advisor Networks first reported a position in REZ in Q2 2013 and has held it in 23 quarters since. The position peaked at $8.09M in Q2 2022. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2024.

  • Cetera Advisor Networks held 6,227 shares of iShares Residential and Multisector Real Estate ETF worth $449K as of Q1 2024.
  • Cetera Advisor Networks sold 467 iShares Residential and Multisector Real Estate ETF shares in Q1 2024, an estimated $32.9K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2004 holding.
  • Cetera Advisor Networks first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and has held it in 23 quarters since.
  • Cetera Advisor Networks's iShares Residential and Multisector Real Estate ETF position peaked at $8.09M in Q2 2022.
  • 139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.