Envestnet Portfolio Solutions
REZ icon

Envestnet Portfolio Solutions’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-8,826
Closed -$729K – 1465
2025
Q4 		$729K Sell
8,826
-16
-0.2% -$1.34K ﹤0.01% 892
2025
Q3 		$751K Buy
8,842
+1,621
+22% +$135K ﹤0.01% 852
2025
Q2 		$595K Buy
7,221
+868
+14% +$71.5K ﹤0.01% 1016
2025
Q1 		$549K Sell
6,353
-4,822
-43% -$402K ﹤0.01% 1007
2024
Q4 		$905K Buy
11,175
+6,612
+145% +$567K ﹤0.01% 971
2024
Q3 		$405K Buy
+4,563
New +$382K ﹤0.01% 1301

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 $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Portfolio Solutions's REZ Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026, closing a stake of 8,826 shares — an estimated $729K sold.

Envestnet Portfolio Solutions first reported a position in REZ in Q3 2024 and held it in 6 quarters. The position peaked at $905K in Q4 2024. 158 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 8,826 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $729K.
  • Envestnet Portfolio Solutions first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2024 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's iShares Residential and Multisector Real Estate ETF position peaked at $905K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.