FCH
REZ icon

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

Freestone Capital Holdings’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 		$929K Buy
+9,809
New +$882K 0.02% 269

Other funds holding REZ

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
PGF
Plan Group Financial Oklahoma City, Oklahoma $486M AUM 23.53% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Freestone Capital Holdings's REZ Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 9,809 shares worth $929K. The stake represents 0.02% of the portfolio and ranks #269 among its holdings.

98 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Freestone Capital Holdings held 9,809 shares of iShares Residential and Multisector Real Estate ETF worth $929K as of Q2 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Freestone Capital Holdings position in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #269 holding.
  • 98 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.