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

Cetera Advisors’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 		$638K Buy
8,848
+1,073
+14% +$75.7K 0.01% 1439
2023
Q4 		$572K Sell
7,775
-420
-5% -$28.2K 0.01% 1049
2023
Q3 		$540K Sell
8,195
-122
-1% -$8.72K 0.01% 1016
2023
Q2 		$609K Sell
8,317
-1,053
-11% -$75.2K 0.01% 951
2023
Q1 		$662K Sell
9,370
-1,161
-11% -$83.7K 0.01% 875
2022
Q4 		$720K Buy
10,531
+691
+7% +$48.4K 0.01% 802
2022
Q3 		$707K Sell
9,840
-209
-2% -$17.1K 0.02% 638
2022
Q2 		$804K Buy
10,049
+846
+9% +$73.5K 0.02% 646
2022
Q1 		$883K Buy
9,203
+243
+3% +$22.5K 0.02% 654
2021
Q4 		$880K Sell
8,960
-23
-0.3% -$2.12K 0.02% 656
2021
Q3 		$769K Buy
8,983
+318
+4% +$28.2K 0.02% 702
2021
Q2 		$722K Buy
8,665
+175
+2% +$14K 0.02% 666
2021
Q1 		$628K Buy
8,490
+101
+1% +$7.13K 0.02% 644
2020
Q4 		$569K Buy
8,389
+225
+3% +$14.7K 0.02% 588
2020
Q3 		$498K Buy
8,164
+230
+3% +$14.1K 0.02% 563
2020
Q2 		$477K Sell
7,934
-1,380
-15% -$81.1K 0.02% 547
2020
Q1 		$514K Buy
9,314
+2,145
+30% +$154K 0.03% 463
2019
Q4 		$540K Buy
7,169
+730
+11% +$56.6K 0.02% 537
2019
Q3 		$513K Buy
6,439
+470
+8% +$36.2K 0.02% 537
2019
Q2 		$436K Buy
5,969
+1,360
+30% +$97.3K 0.02% 602
2019
Q1 		$326K Buy
+4,609
New +$313K 0.02% 617

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 $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $749M AUM 17.97% 1-Year Est. Return

Cetera Advisors's REZ Position: Q1 2024 in Review

Cetera Advisors increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 14% in Q1 2024, buying an estimated $75.7K and bringing the position to 8,848 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #1439.

Cetera Advisors first reported a position in REZ in Q1 2019 and has held it in 21 quarters since. The position peaked at $883K in Q1 2022. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2024.

  • Cetera Advisors held 8,848 shares of iShares Residential and Multisector Real Estate ETF worth $638K as of Q1 2024.
  • Cetera Advisors bought 1,073 iShares Residential and Multisector Real Estate ETF shares in Q1 2024, an estimated $75.7K.
  • iShares Residential and Multisector Real Estate ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1439 holding.
  • Cetera Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2019 and has held it in 21 quarters since.
  • Cetera Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $883K in Q1 2022.
  • 139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2024.

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