Financial Management Inc’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Financial Management Inc’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	$2.26M	Buy	23,904 +557	+2%	+$50.1K	1.86%	15
2026 Q1	$1.94M	Buy	23,347 +126	+0.5%	+$10.8K	1.82%	16
2025 Q4	$1.92M	Buy	+23,221	New	+$1.95M	1.82%	17

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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

Financial Management Inc's REZ Position: Q2 2026 in Review

Financial Management Inc increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 2.4% in Q2 2026, buying an estimated $50.1K and bringing the position to 23,904 shares worth $2.26M. The position accounts for 1.86% of the portfolio, ranked #15.

Financial Management Inc first reported a position in REZ in Q4 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Financial Management Inc held 23,904 shares of iShares Residential and Multisector Real Estate ETF worth $2.26M as of Q2 2026.
Financial Management Inc bought 557 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $50.1K.
iShares Residential and Multisector Real Estate ETF made up 1.86% of Financial Management Inc's portfolio in Q2 2026, its #15 holding.
Financial Management Inc first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Financial Management Inc's 13F filing for Q2 2026, filed 12 Aug 2026.