Focus Partners Advisor Solutions’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Focus Partners Advisor Solutions’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	$6.95M	Buy	73,360 +44,060	+150%	+$3.96M	0.06%	154
2026 Q1	$2.44M	Sell	29,300 -19,315	-40%	-$1.66M	0.02%	312
2025 Q4	$4.02M	Sell	48,615 -33,276	-41%	-$2.79M	0.05%	186
2025 Q3	$6.86M	Buy	81,891 +46,114	+129%	+$3.84M	0.08%	135
2025 Q2	$2.95M	Buy	35,777 +3,456	+11%	+$285K	0.04%	215
2025 Q1	$2.79M	Buy	32,321 +6,409	+25%	+$535K	0.04%	202
2024 Q4	$2.1M	Sell	25,912 -1,849	-7%	-$158K	0.04%	217
2024 Q3	$2.47M	Buy	27,761 +679	+3%	+$56.8K	0.05%	174
2024 Q2	$2.09M	Buy	27,082 +648	+2%	+$47.3K	0.05%	165
2024 Q1	$1.91M	Buy	+26,434	New	+$1.86M	0.06%	164

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

Focus Partners Advisor Solutions's REZ Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 150% in Q2 2026, buying an estimated $3.96M and bringing the position to 73,360 shares worth $6.95M. The position accounts for 0.06% of the portfolio, ranked #154.

Focus Partners Advisor Solutions first reported a position in REZ in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Focus Partners Advisor Solutions held 73,360 shares of iShares Residential and Multisector Real Estate ETF worth $6.95M as of Q2 2026.
Focus Partners Advisor Solutions bought 44,060 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $3.96M.
iShares Residential and Multisector Real Estate ETF made up 0.06% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #154 holding.
Focus Partners Advisor Solutions first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.