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 Q2	$242K	Buy	2,559 +4	+0.2%	+$360	﹤0.01%	1443
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

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Choreo LLC's REZ Position: Q2 2026 in Review

Choreo LLC increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.16% in Q2 2026, buying an estimated $360 and bringing the position to 2,559 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Choreo LLC first reported a position in REZ in Q1 2023 and has held it in 12 quarters since. The position peaked at $371K in Q2 2023. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Choreo LLC held 2,559 shares of iShares Residential and Multisector Real Estate ETF worth $242K as of Q2 2026.
Choreo LLC bought 4 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $360.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1443 holding.
Choreo LLC first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2023 and has held it in 12 quarters since.
Choreo LLC's iShares Residential and Multisector Real Estate ETF position peaked at $371K in Q2 2023.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.