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David Shaw’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

David Shaw’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 		$327K Sell
3,456
-1,200
-26% -$108K ﹤0.01% 4378
2026
Q1 		$387K Buy
4,656
+1,216
+35% +$104K ﹤0.01% 3966
2025
Q4 		$284K Buy
3,440
+814
+31% +$68.3K ﹤0.01% 4181
2025
Q3 		$223K Sell
2,626
-5,567
-68% -$463K ﹤0.01% 4240
2025
Q2 		$675K Buy
8,193
+700
+9% +$57.7K ﹤0.01% 3489
2025
Q1 		$648K Buy
7,493
+694
+10% +$57.9K ﹤0.01% 3350
2024
Q4 		$551K Buy
+6,799
New +$583K ﹤0.01% 3558
2024
Q3 		– Sell
-5,920
Closed -$456K – 4821
2024
Q2 		$456K Sell
5,920
-1,037
-15% -$75.7K ﹤0.01% 3680
2024
Q1 		$501K Buy
+6,957
New +$491K ﹤0.01% 3484

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

David Shaw's REZ Position: Q2 2026 in Review

David Shaw reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 26% in Q2 2026, selling an estimated $108K and leaving 3,456 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #4378.

David Shaw first reported a position in REZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $675K in Q2 2025. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • David Shaw held 3,456 shares of iShares Residential and Multisector Real Estate ETF worth $327K as of Q2 2026.
  • David Shaw sold 1,200 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $108K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4378 holding.
  • David Shaw first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
  • David Shaw's iShares Residential and Multisector Real Estate ETF position peaked at $675K in Q2 2025.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.