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CoreCap Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

CoreCap Advisors’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 		$8.92K Hold
101
– – ﹤0.01% 2095
2026
Q2 		$9.56K Hold
101
– – ﹤0.01% 2080
2026
Q1 		$8.4K Buy
+101
New +$8.68K ﹤0.01% 2008
2022
Q1 		– Sell
-23
Closed -$2K – 1724
2021
Q4 		$2K Buy
+23
New +$2.12K ﹤0.01% 1988

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
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

CoreCap Advisors's REZ Position: Q3 2026 in Review

CoreCap Advisors held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q3 2026 at 101 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

CoreCap Advisors first reported a position in REZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $9.56K in Q2 2026. 14 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • CoreCap Advisors held 101 shares of iShares Residential and Multisector Real Estate ETF worth $8.92K as of Q3 2026.
  • CoreCap Advisors left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q3 2026.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2095 holding.
  • CoreCap Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2021 and has held it in 4 quarters since.
  • CoreCap Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $9.56K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.