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Everhart Financial Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Everhart Financial Group’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
Q3 		$1.39M Buy
+15,771
New +$1.49M 0.09% 121

Other funds holding REZ

KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Everhart Financial Group's REZ Position: Q3 2026 in Review

Everhart Financial Group opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2026: 15,771 shares worth $1.39M. The stake represents 0.09% of the portfolio and ranks #121 among its holdings.

14 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • Everhart Financial Group held 15,771 shares of iShares Residential and Multisector Real Estate ETF worth $1.39M as of Q3 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Everhart Financial Group position in Q3 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.09% of Everhart Financial Group's portfolio in Q3 2026, its #121 holding.
  • 14 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.