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REZ icon

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

Fairscale Capital’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 		$32.1K Hold
339
– – 0.02% 243
2026
Q1 		$28.2K Hold
339
– – 0.02% 245
2025
Q4 		$28K Hold
339
– – 0.02% 242
2025
Q3 		$28.8K Hold
339
– – 0.02% 242
2025
Q2 		$27.5K Hold
339
– – 0.02% 242
2025
Q1 		$29.3K Hold
339
– – 0.03% 189
2024
Q4 		$27.5K Hold
339
– – 0.02% 198
2024
Q3 		$30.1K Hold
339
– – 0.03% 190
2024
Q2 		$27.1K Buy
+339
New +$24.7K 0.02% 198

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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Fairscale Capital's REZ Position: Q2 2026 in Review

Fairscale Capital held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 339 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #243.

Fairscale Capital first reported a position in REZ in Q2 2024 and has held it in 9 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Fairscale Capital held 339 shares of iShares Residential and Multisector Real Estate ETF worth $32.1K as of Q2 2026.
  • Fairscale Capital left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.02% of Fairscale Capital's portfolio in Q2 2026, its #243 holding.
  • Fairscale Capital first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Fairscale Capital's 13F filing for Q2 2026, filed 7 Aug 2026.