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 $1.89T 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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC Private Wealth Group's REZ Position: Q4 2025 in Review

CIBC Private Wealth Group held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q4 2025 at 66 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

CIBC Private Wealth Group first reported a position in REZ in Q4 2017 and has held it in 11 quarters since. The position peaked at $17.4K in Q4 2024. 163 funds tracked by Wall St. Rank hold REZ as of Q4 2025.

  • CIBC Private Wealth Group held 66 shares of iShares Residential and Multisector Real Estate ETF worth $5.45K as of Q4 2025.
  • CIBC Private Wealth Group left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q4 2025.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2602 holding.
  • CIBC Private Wealth Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2017 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's iShares Residential and Multisector Real Estate ETF position peaked at $17.4K in Q4 2024.
  • 163 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.