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Congress Asset Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Congress Asset Management’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
Q3 		$13.6K Buy
+13,633
New +$1.29M ﹤0.01% 404

Other funds holding REZ

KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Congress Asset Management's REZ Position: Q3 2026 in Review

Congress Asset Management opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2026: 13,633 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings.

14 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • Congress Asset Management held 13,633 shares of iShares Residential and Multisector Real Estate ETF worth $13.6K as of Q3 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Congress Asset Management position in Q3 2026.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #404 holding.
  • 14 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.