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Fortis Group Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Fortis Group Advisors’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
Q2 		– Sell
-28,354
Closed -$2.45M – 549
2025
Q1 		$2.45M Buy
+28,354
New +$2.37M 0.48% 62

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortis Group Advisors's REZ Position: Q2 2025 in Review

Fortis Group Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 28,354 shares — an estimated $2.45M sold.

Fortis Group Advisors first reported a position in REZ in Q1 2025 and held it in 1 quarter. The position peaked at $2.45M in Q1 2025. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

  • Fortis Group Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 28,354 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $2.45M.
  • Fortis Group Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • Fortis Group Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $2.45M in Q1 2025.
  • 159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Fortis Group Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.