Envestnet Asset Management
REZ icon

Envestnet Asset Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Envestnet Asset Management’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
Q1 		$5.15M Buy
61,947
+15,489
+33% +$1.33M ﹤0.01% 2293
2025
Q4 		$3.84M Sell
46,458
-33,993
-42% -$2.85M ﹤0.01% 2362
2025
Q3 		$6.84M Sell
80,451
-5,009
-6% -$417K ﹤0.01% 2019
2025
Q2 		$7.04M Buy
85,460
+1,499
+2% +$124K ﹤0.01% 1974
2025
Q1 		$7.26M Sell
83,961
-73,043
-47% -$6.09M ﹤0.01% 1871
2024
Q4 		$12.7M Buy
157,004
+25,134
+19% +$2.15M ﹤0.01% 1484
2024
Q3 		$11.7M Sell
131,870
-4,651
-3% -$389K ﹤0.01% 1524
2024
Q2 		$10.5M Sell
136,521
-9,056
-6% -$661K ﹤0.01% 1525
2024
Q1 		$10.5M Sell
145,577
-9,377
-6% -$661K ﹤0.01% 1502
2023
Q4 		$11.4M Sell
154,954
-5,539
-3% -$372K ﹤0.01% 1352
2023
Q3 		$10.6M Buy
160,493
+50,499
+46% +$3.61M ﹤0.01% 1335
2023
Q2 		$8.06M Buy
109,994
+918
+0.8% +$65.6K ﹤0.01% 1422
2023
Q1 		$7.7M Sell
109,076
-463
-0.4% -$33.4K ﹤0.01% 1391
2022
Q4 		$7.49M Sell
109,539
-174,798
-61% -$12.3M ﹤0.01% 1359
2022
Q3 		$20.4M Buy
284,337
+57,684
+25% +$4.72M 0.01% 762
2022
Q2 		$18.1M Sell
226,653
-82,086
-27% -$7.13M 0.01% 839
2022
Q1 		$29.6M Buy
308,739
+39,613
+15% +$3.67M 0.01% 671
2021
Q4 		$26.4M Buy
269,126
+4,905
+2% +$451K 0.01% 726
2021
Q3 		$22.6M Buy
264,221
+22,411
+9% +$1.99M 0.01% 739
2021
Q2 		$20.1M Buy
241,810
+18,544
+8% +$1.49M 0.01% 783
2021
Q1 		$16.5M Buy
223,266
+43,622
+24% +$3.08M 0.01% 801
2020
Q4 		$12.2M Buy
179,644
+1,538
+0.9% +$101K 0.01% 822
2020
Q3 		$10.9M Buy
178,106
+136,940
+333% +$8.42M 0.01% 777
2020
Q2 		$2.47M Sell
41,166
-1,269
-3% -$74.5K ﹤0.01% 1456
2020
Q1 		$2.34M Sell
42,435
-8,695
-17% -$626K ﹤0.01% 1348
2019
Q4 		$3.85M Sell
51,130
-53,257
-51% -$4.13M ﹤0.01% 1272
2019
Q3 		$8.3M Sell
104,387
-10,991
-10% -$846K 0.01% 832
2019
Q2 		$8.41M Sell
115,378
-19,443
-14% -$1.39M 0.01% 803
2019
Q1 		$9.53M Buy
134,821
+97,835
+265% +$6.63M 0.01% 707
2018
Q4 		$2.31M Buy
+36,986
New +$2.35M ﹤0.01% 1266
2018
Q3 		– Sell
-39,064
Closed -$2.46M – 2304
2018
Q2 		$2.46M Buy
39,064
+3,345
+9% +$198K 0.01% 747
2018
Q1 		$2.08M Buy
35,719
+4,398
+14% +$252K 0.01% 698
2017
Q4 		$1.95M Buy
31,321
+1,054
+3% +$66.9K ﹤0.01% 962
2017
Q3 		$1.92M Sell
30,267
-612
-2% -$39.6K ﹤0.01% 922
2017
Q2 		$2.01M Sell
30,879
-2,189
-7% -$142K 0.01% 918
2017
Q1 		$2.09M Buy
33,068
+3,637
+12% +$227K 0.01% 921
2016
Q4 		$1.82M Buy
29,431
+13,034
+79% +$795K 0.01% 962
2016
Q3 		$1.07M Buy
16,397
+4,359
+36% +$292K ﹤0.01% 1217
2016
Q2 		$813K Sell
12,038
-18,918
-61% -$1.23M ﹤0.01% 1423
2016
Q1 		$2.04M Buy
30,956
+598
+2% +$36.9K 0.01% 981
2015
Q4 		$1.93M Buy
30,358
+17,996
+146% +$1.1M 0.01% 988
2015
Q3 		$733K Buy
12,362
+5,254
+74% +$308K ﹤0.01% 1424
2015
Q2 		$398K Sell
7,108
-239,308
-97% -$14.2M ﹤0.01% 1828
2015
Q1 		$15.3M Buy
246,416
+161,046
+189% +$10.1M 0.08% 254
2014
Q4 		$5.03M Buy
85,370
+81,230
+1,962% +$4.62M 0.05% 219
2014
Q3 		$212K Buy
4,140
+545
+15% +$29.4K ﹤0.01% 1074
2014
Q2 		$192K Buy
3,595
+2,428
+208% +$127K ﹤0.01% 1008
2014
Q1 		$58K Buy
1,167
+277
+31% +$13.5K ﹤0.01% 1311
2013
Q4 		$40K Buy
890
+25
+3% +$1.19K ﹤0.01% 1289
2013
Q3 		$42K Sell
865
-4,937
-85% -$245K ﹤0.01% 1251
2013
Q2 		$297K Buy
+5,802
New +$308K ﹤0.01% 714

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management's REZ Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 33% in Q1 2026, buying an estimated $1.33M and bringing the position to 61,947 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Envestnet Asset Management first reported a position in REZ in Q2 2013 and has held it in 51 quarters since. The position peaked at $29.6M in Q1 2022. 156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • Envestnet Asset Management held 61,947 shares of iShares Residential and Multisector Real Estate ETF worth $5.15M as of Q1 2026.
  • Envestnet Asset Management bought 15,489 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $1.33M.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2293 holding.
  • Envestnet Asset Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and has held it in 51 quarters since.
  • Envestnet Asset Management's iShares Residential and Multisector Real Estate ETF position peaked at $29.6M in Q1 2022.
  • 156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.