CI
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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

CX Institutional's REZ Position: Q2 2026 in Review

CX Institutional reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 8% in Q2 2026, selling an estimated $105K and leaving 13,531 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #298.

CX Institutional first reported a position in REZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.24M in Q4 2020. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • CX Institutional held 13,531 shares of iShares Residential and Multisector Real Estate ETF worth $1.28M as of Q2 2026.
  • CX Institutional sold 1,172 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $105K.
  • iShares Residential and Multisector Real Estate ETF made up 0.04% of CX Institutional's portfolio in Q2 2026, its #298 holding.
  • CX Institutional first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and has held it in 18 quarters since.
  • CX Institutional's iShares Residential and Multisector Real Estate ETF position peaked at $2.24M in Q4 2020.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.