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EP Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

EP Wealth Advisors’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
2024
Q1 		– Sell
-1,490
Closed -$110K – 863
2023
Q4 		$110K Buy
+1,490
New +$100K ﹤0.01% 783
2023
Q2 		– Sell
-400,000
Closed – – 713
2023
Q1 		$0 Buy
400,000
+396,011
+9,928% +$28.6M ﹤0.01% 691
2022
Q4 		$273K Buy
+3,989
New +$280K ﹤0.01% 485

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

EP Wealth Advisors's REZ Position: Q1 2024 in Review

EP Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2024, closing a stake of 1,490 shares — an estimated $110K sold.

EP Wealth Advisors first reported a position in REZ in Q4 2022 and held it in 3 quarters. The position peaked at $273K in Q4 2022. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2024.

  • EP Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 1,490 iShares Residential and Multisector Real Estate ETF shares in Q1 2024, an estimated $110K.
  • EP Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and held it in 3 quarters.
  • EP Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $273K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2024.

Based on EP Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.