CL
REZ icon

Choreo LLC’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Choreo LLC’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
Q1 		$213K Hold
2,555
– – ﹤0.01% 1447
2025
Q4 		$213K Sell
2,555
-8
-0.3% -$671 ﹤0.01% 1420
2025
Q3 		$218K Buy
2,563
+18
+0.7% +$1.5K ﹤0.01% 1410
2025
Q2 		$210K Sell
2,545
-491
-16% -$40.5K ﹤0.01% 1378
2025
Q1 		$262K Buy
3,036
+2
+0.1% +$167 ﹤0.01% 1170
2024
Q4 		$246K Buy
3,034
+3
+0.1% +$257 ﹤0.01% 1297
2024
Q3 		$267K Sell
3,031
-129
-4% -$10.8K ﹤0.01% 1278
2024
Q2 		$242K Buy
+3,160
New +$231K ﹤0.01% 1221
2023
Q4 		– Sell
-3,938
Closed -$262K – 627
2023
Q3 		$262K Sell
3,938
-1,120
-22% -$80K 0.01% 392
2023
Q2 		$371K Sell
5,058
-132
-3% -$9.43K 0.01% 346
2023
Q1 		$367K Buy
+5,190
New +$374K 0.01% 354

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return