Evergreen Capital Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Evergreen Capital 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 Q2	$28.3M	Buy	299,314 +32,471	+12%	+$2.92M	0.5%	42
2026 Q1	$22.2M	Buy	266,843 +37,390	+16%	+$3.21M	0.48%	42
2025 Q4	$19M	Buy	229,453 +61,800	+37%	+$5.18M	0.42%	52
2025 Q3	$14.2M	Buy	167,653 +5,377	+3%	+$447K	0.34%	71
2025 Q2	$13.4M	Buy	162,276 +12,677	+8%	+$1.04M	0.4%	65
2025 Q1	$12.9M	Sell	149,599 -5,225	-3%	-$436K	0.43%	56
2024 Q4	$12.5M	Buy	154,824 +7,995	+5%	+$685K	0.41%	63
2024 Q3	$13M	Buy	146,829 +24,937	+20%	+$2.09M	0.44%	56
2024 Q2	$9.38M	Buy	121,892 +18,475	+18%	+$1.35M	0.34%	80
2024 Q1	$7.45M	Buy	103,417 +13,154	+15%	+$927K	0.28%	102
2023 Q4	$6.64M	Buy	+90,263	New	+$6.07M	0.27%	110

Other funds holding REZ

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evergreen Capital Management's REZ Position: Q2 2026 in Review

Evergreen Capital Management increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 12% in Q2 2026, buying an estimated $2.92M and bringing the position to 299,314 shares worth $28.3M. The position accounts for 0.5% of the portfolio, ranked #42.

Evergreen Capital Management first reported a position in REZ in Q4 2023 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Evergreen Capital Management held 299,314 shares of iShares Residential and Multisector Real Estate ETF worth $28.3M as of Q2 2026.
Evergreen Capital Management bought 32,471 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $2.92M.
iShares Residential and Multisector Real Estate ETF made up 0.5% of Evergreen Capital Management's portfolio in Q2 2026, its #42 holding.
Evergreen Capital Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.