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Claremont Financial Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Claremont Financial 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
2022
Q1 		$2.57M Buy
26,298
+26,164
+19,525% +$2.43M 10.97% 4
2021
Q4 		$2.54K Buy
+134
New +$12.3K 11.11% 5

Other funds holding REZ

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Claremont Financial Group's REZ Position: Q1 2022 in Review

Claremont Financial Group increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 19,525% in Q1 2022, buying an estimated $2.43M and bringing the position to 26,298 shares worth $2.57M. The position accounts for 10.97% of the portfolio, ranked #4.

Claremont Financial Group first reported a position in REZ in Q4 2021 and has held it in 2 quarters since. 175 funds tracked by Wall St. Rank hold REZ as of Q1 2022.

  • Claremont Financial Group held 26,298 shares of iShares Residential and Multisector Real Estate ETF worth $2.57M as of Q1 2022.
  • Claremont Financial Group bought 26,164 iShares Residential and Multisector Real Estate ETF shares in Q1 2022, an estimated $2.43M.
  • iShares Residential and Multisector Real Estate ETF made up 10.97% of Claremont Financial Group's portfolio in Q1 2022, its #4 holding.
  • Claremont Financial Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2021 and has held it in 2 quarters since.
  • 175 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2022.

Based on Claremont Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.