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GHP Investment Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

GHP Investment 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
2024
Q3 		– Sell
-126
Closed -$9.7K – 1057
2024
Q2 		$9.7K Hold
126
– – ﹤0.01% 696
2024
Q1 		$9.08K Hold
126
– – ﹤0.01% 657
2023
Q4 		$9.26K Buy
+126
New +$8.47K ﹤0.01% 656

Other funds holding REZ

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CJH
Christopher J. Hasenberg Eau Claire, Wisconsin $269M AUM 14.57% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

GHP Investment Advisors's REZ Position: Q3 2024 in Review

GHP Investment Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2024, closing a stake of 126 shares — an estimated $9.7K sold.

GHP Investment Advisors first reported a position in REZ in Q4 2023 and held it in 3 quarters. The position peaked at $9.7K in Q2 2024. 153 funds tracked by Wall St. Rank hold REZ as of Q3 2024.

  • GHP Investment Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 126 iShares Residential and Multisector Real Estate ETF shares in Q3 2024, an estimated $9.7K.
  • GHP Investment Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and held it in 3 quarters.
  • GHP Investment Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $9.7K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.