ECM
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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
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

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
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 $431B 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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return