CIBC Private Wealth Group
REZ icon

CIBC Private Wealth Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$5.45K Hold
66
– – ﹤0.01% 2602
2025
Q3 		$5.61K Hold
66
– – ﹤0.01% 2536
2025
Q2 		$5.43K Hold
66
– – ﹤0.01% 2436
2025
Q1 		$5.03K Sell
66
-153
-70% -$12.8K ﹤0.01% 2454
2024
Q4 		$17.4K Buy
219
+153
+232% +$13.1K ﹤0.01% 2112
2024
Q3 		$5.86K Hold
66
– – ﹤0.01% 2549
2024
Q2 		$5.08K Hold
66
– – ﹤0.01% 2509
2024
Q1 		$4.69K Buy
+66
New +$4.65K ﹤0.01% 2524
2018
Q3 		– Sell
-115
Closed -$7K – 1549
2018
Q2 		$7K Hold
115
– – ﹤0.01% 1655
2018
Q1 		$7K Hold
115
– – ﹤0.01% 1604
2017
Q4 		$7K Buy
+115
New +$7.3K ﹤0.01% 1630

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $4.61B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return