CX Institutional
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
Q3 		$1.11M Sell
12,559
-972
-7% -$91.9K 0.03% 326
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 		$1.34M 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

Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's REZ Position: Q3 2026 in Review

CX Institutional reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 7.2% in Q3 2026, selling an estimated $91.9K and leaving 12,559 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #326.

CX Institutional first reported a position in REZ in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.24M in Q4 2020. 28 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • CX Institutional held 12,559 shares of iShares Residential and Multisector Real Estate ETF worth $1.11M as of Q3 2026.
  • CX Institutional sold 972 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $91.9K.
  • iShares Residential and Multisector Real Estate ETF made up 0.03% of CX Institutional's portfolio in Q3 2026, its #326 holding.
  • CX Institutional first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and has held it in 19 quarters since.
  • CX Institutional's iShares Residential and Multisector Real Estate ETF position peaked at $2.24M in Q4 2020.
  • 28 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.