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

Cutler 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
2024
Q1 		– Sell
-5,400
Closed -$5K – 3348
2023
Q4 		$5K Sell
5,400
-600
-10% -$40.3K ﹤0.01% 2753
2023
Q3 		$21K Buy
6,000
+4,900
+445% +$350K ﹤0.01% 1998
2023
Q2 		$1K Sell
1,100
-600
-35% -$42.9K ﹤0.01% 3380
2023
Q1 		$4K Buy
1,700
+900
+113% +$64.9K ﹤0.01% 2859
2022
Q4 		$6K Buy
+800
New +$56.1K ﹤0.01% 3076
2020
Q3 		– Sell
-400
Closed -$1K – 5155
2020
Q2 		$1K Buy
+400
New +$23.5K ﹤0.01% 4129
2019
Q1 		– Sell
-1,500
Closed -$7K – 4632
2018
Q4 		$7K Buy
+1,500
New +$95.5K ﹤0.01% 2761

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Cutler Group's REZ Position: Q1 2024 in Review

Cutler Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2024, closing a stake of 100 shares — an estimated $7.05K sold.

Cutler Group first reported a position in REZ in Q4 2015 and held it in 15 quarters. The position peaked at $518K in Q2 2016. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2024.

  • Cutler Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 100 iShares Residential and Multisector Real Estate ETF shares in Q1 2024, an estimated $7.05K.
  • Cutler Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2015 and held it in 15 quarters.
  • Cutler Group's iShares Residential and Multisector Real Estate ETF position peaked at $518K in Q2 2016.
  • 139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.