CPG
REZ icon

Cornerstone Planning Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Cornerstone Planning 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
2026
Q1 		$18.1M Buy
200,966
+26,185
+15% +$2.25M 2.41% 9
2025
Q4 		$14.4M Buy
174,781
+2,473
+1% +$207K 2.25% 13
2025
Q3 		$14.1M Buy
172,308
+4,551
+3% +$379K 2.26% 12
2025
Q2 		$13.9M Buy
167,757
+16,337
+11% +$1.35M 2.83% 12
2025
Q1 		$12.5M Buy
151,420
+10,058
+7% +$839K 2.99% 9
2024
Q4 		$11.7M Buy
141,362
+5,411
+4% +$464K 2.88% 11
2024
Q3 		$11.8M Buy
135,951
+6,632
+5% +$555K 3.13% 10
2024
Q2 		$10.3M Buy
129,319
+9,622
+8% +$702K 2.96% 11
2024
Q1 		$8.62M Buy
119,697
+12,484
+12% +$880K 2.68% 13
2023
Q4 		$7.88M Buy
107,213
+18,838
+21% +$1.27M 2.6% 12
2023
Q3 		$5.83M Buy
88,375
+14,967
+20% +$1.07M 2.22% 14
2023
Q2 		$5.38M Buy
+73,408
New +$5.24M 2.13% 13
2022
Q4 		$4.03M Buy
+56,347
New +$3.95M 1.69% 15

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return