CI
REZ icon

CX Institutional’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

CX Institutional’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
Q2 		$1.28M Sell
13,531
-1,172
-8% -$105K 0.04% 298
2026
Q1 		$1.22M Sell
14,703
-552
-4% -$47.4K 0.04% 310
2025
Q4 		$1.26M Sell
15,255
-461
-3% -$38.7K 0.04% 255
2025
Q3 		$1.33M Buy
15,716
+7,697
+96% +$640K 0.04% 255
2025
Q2 		$660K Sell
8,019
-6,791
-46% -$560K 0.02% 321
2025
Q1 		$1.28M Buy
14,810
+1,630
+12% +$136K 0.05% 246
2024
Q4 		$1.07M Buy
13,180
+842
+7% +$72.1K 0.04% 246
2024
Q3 		$1.1M Sell
12,338
-8,863
-42% -$742K 0.05% 272
2024
Q2 		$1.63M Buy
21,201
+798
+4% +$58.2K 0.08% 212
2024
Q1 		$1.47M Buy
20,403
+8,495
+71% +$599K 0.07% 223
2023
Q4 		$875K Buy
+11,908
New +$800K 0.05% 273
2023
Q3 		– Sell
-11,661
Closed -$854K – 534
2023
Q2 		$854K Buy
11,661
+528
+5% +$37.7K 0.04% 294
2023
Q1 		$783K Buy
+11,133
New +$803K 0.04% 308
2022
Q3 		– Sell
-2,948
Closed -$236K – 989
2022
Q2 		$236K Buy
+2,948
New +$256K 0.02% 412
2021
Q4 		– Sell
-30
Closed -$3K – 787
2021
Q3 		$3K Sell
30
-278
-90% -$24.6K ﹤0.01% 887
2021
Q2 		$26K Sell
308
-228
-43% -$18.3K ﹤0.01% 691
2021
Q1 		$40K Sell
536
-32,508
-98% -$2.3M ﹤0.01% 539
2020
Q4 		$2.24M Buy
+33,044
New +$2.16M 0.22% 137

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
LAIC
Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return