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

Cresset 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
2025 Q2	–	Sell	-91,386	Closed	-$7.9M	–	1713
2025 Q1	$7.9M	Buy	91,386 +4,421	+5%	+$369K	0.04%	265
2024 Q4	$7.05M	Buy	86,965 +2,980	+4%	+$255K	0.03%	291
2024 Q3	$7.46M	Buy	83,985 +20	+0%	+$1.67K	0.03%	376
2024 Q2	$6.46M	Buy	83,965 +1,848	+2%	+$135K	0.03%	375
2024 Q1	$5.92M	Buy	82,117 +2,170	+3%	+$153K	0.03%	356
2023 Q4	$5.88M	Buy	79,947 +33,637	+73%	+$2.26M	0.04%	301
2023 Q3	$3.09M	Buy	46,310 +1,858	+4%	+$133K	0.01%	426
2023 Q2	$3.26M	Buy	+44,452	New	+$3.18M	﹤0.01%	514

Other funds holding REZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cresset Asset Management's REZ Position: Q2 2025 in Review

Cresset Asset Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 91,386 shares — an estimated $7.9M sold.

Cresset Asset Management first reported a position in REZ in Q2 2023 and held it in 8 quarters. The position peaked at $7.9M in Q1 2025. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

Cresset Asset Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 91,386 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $7.9M.
Cresset Asset Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2023 and held it in 8 quarters.
Cresset Asset Management's iShares Residential and Multisector Real Estate ETF position peaked at $7.9M in Q1 2025.
159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.