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Everstar Asset Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Everstar Asset 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
2025
Q4 		– Sell
-7,636
Closed -$649K – 206
2025
Q3 		$649K Buy
7,636
+178
+2% +$14.8K 0.37% 89
2025
Q2 		$614K Buy
+7,458
New +$615K 0.37% 86

Other funds holding REZ

Morgan Stanley
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Everstar Asset Management's REZ Position: Q4 2025 in Review

Everstar Asset Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2025, closing a stake of 7,636 shares — an estimated $649K sold.

Everstar Asset Management first reported a position in REZ in Q2 2025 and held it in 2 quarters. The position peaked at $649K in Q3 2025. 163 funds tracked by Wall St. Rank hold REZ as of Q4 2025.

  • Everstar Asset Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Everstar Asset Management sold 7,636 iShares Residential and Multisector Real Estate ETF shares in Q4 2025, an estimated $649K.
  • Everstar Asset Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2025 and held it in 2 quarters.
  • Everstar Asset Management's iShares Residential and Multisector Real Estate ETF position peaked at $649K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2025.

Based on Everstar Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.