Cetera Investment Advisers
REZ icon

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

Cetera Investment Advisers’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 		$4.6M Buy
48,533
+1,092
+2% +$98.2K ﹤0.01% 1683
2026
Q1 		$3.95M Buy
47,441
+1,399
+3% +$120K ﹤0.01% 1682
2025
Q4 		$3.8M Sell
46,042
-2,092
-4% -$175K ﹤0.01% 1662
2025
Q3 		$4.09M Buy
48,134
+10,561
+28% +$879K ﹤0.01% 1576
2025
Q2 		$3.09M Buy
37,573
+3,053
+9% +$252K 0.01% 1528
2025
Q1 		$2.98M Sell
34,520
-1,503
-4% -$125K 0.01% 1450
2024
Q4 		$2.92M Buy
36,023
+16,762
+87% +$1.44M 0.01% 1376
2024
Q3 		$1.71M Buy
19,261
+5,854
+44% +$490K ﹤0.01% 1737
2024
Q2 		$1.03M Sell
13,407
-3,390
-20% -$247K ﹤0.01% 2060
2024
Q1 		$1.21M Buy
16,797
+13,129
+358% +$926K ﹤0.01% 1928
2023
Q4 		$270K Sell
3,668
-953
-21% -$64K ﹤0.01% 1847
2023
Q3 		$305K Sell
4,621
-1,942
-30% -$139K ﹤0.01% 1714
2023
Q2 		$481K Sell
6,563
-802
-11% -$57.3K ﹤0.01% 1474
2023
Q1 		$520K Buy
7,365
+2,388
+48% +$172K ﹤0.01% 1404
2022
Q4 		$340K Buy
4,977
+918
+23% +$64.3K ﹤0.01% 1584
2022
Q3 		$292K Sell
4,059
-228
-5% -$18.6K 0.01% 1282
2022
Q2 		$343K Buy
4,287
+372
+10% +$32.3K 0.01% 1330
2022
Q1 		$375K Buy
3,915
+696
+22% +$64.5K 0.01% 1360
2021
Q4 		$316K Buy
3,219
+344
+12% +$31.6K ﹤0.01% 1466
2021
Q3 		$246K Buy
2,875
+40
+1% +$3.54K ﹤0.01% 1559
2021
Q2 		$236K Buy
2,835
+44
+2% +$3.53K ﹤0.01% 1568
2021
Q1 		$207K Sell
2,791
-440
-14% -$31.1K ﹤0.01% 1468
2020
Q4 		$219K Buy
+3,231
New +$211K ﹤0.01% 1415

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Cetera Investment Advisers's REZ Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 2.3% in Q2 2026, buying an estimated $98.2K and bringing the position to 48,533 shares worth $4.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Cetera Investment Advisers first reported a position in REZ in Q4 2020 and has held it in 23 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Cetera Investment Advisers held 48,533 shares of iShares Residential and Multisector Real Estate ETF worth $4.6M as of Q2 2026.
  • Cetera Investment Advisers bought 1,092 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $98.2K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1683 holding.
  • Cetera Investment Advisers first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.