GRP
REZ icon

Global Retirement Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Global Retirement Partners’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 		$1.22M Buy
+12,918
New +$1.16M 0.02% 678
2025
Q4 		$686K Sell
8,305
-984
-11% -$82.5K 0.01% 792
2025
Q3 		$789K Sell
9,289
-4,975
-35% -$414K 0.02% 612
2025
Q2 		$1.17M Buy
+14,264
New +$1.18M 0.03% 469
2024
Q4 		$1.22M Buy
15,067
+2,580
+21% +$221K 0.04% 401
2024
Q3 		$1.11M Sell
12,487
-498
-4% -$41.7K 0.03% 423
2024
Q2 		$1,000K Buy
12,985
+2,775
+27% +$202K 0.03% 425
2024
Q1 		$736K Buy
10,210
+232
+2% +$16.4K 0.03% 434
2023
Q4 		$723K Buy
9,978
+617
+7% +$41.5K 0.03% 407
2023
Q3 		$606K Buy
9,361
+804
+9% +$57.5K 0.03% 393
2023
Q2 		$627K Buy
8,557
+191
+2% +$13.6K 0.03% 403
2023
Q1 		$594K Buy
8,366
+1,503
+22% +$108K 0.03% 397
2022
Q4 		$469K Buy
6,863
+76
+1% +$5.33K 0.03% 384
2022
Q3 		$485K Sell
6,787
-6
-0.1% -$491 0.04% 372
2022
Q2 		$543K Buy
6,793
+61
+0.9% +$5.3K 0.04% 347
2022
Q1 		$567K Buy
+6,732
New +$624K 0.04% 336
2021
Q4 		– Sell
-5,848
Closed -$500K – 1439
2021
Q3 		$500K Buy
5,848
+691
+13% +$61.2K 0.05% 301
2021
Q2 		$430K Buy
5,157
+80
+2% +$6.41K 0.04% 316
2021
Q1 		$376K Buy
5,077
+2,428
+92% +$171K 0.04% 307
2020
Q4 		$180K Buy
2,649
+1,088
+70% +$71.2K 0.02% 416
2020
Q3 		$95K Buy
1,561
+312
+25% +$19.2K 0.01% 496
2020
Q2 		$75K Buy
1,249
+413
+49% +$24.3K 0.01% 537
2020
Q1 		$46K Buy
836
+196
+31% +$14.1K 0.01% 588
2019
Q4 		$48K Buy
640
+190
+42% +$14.7K 0.01% 656
2019
Q3 		$36K Buy
450
+115
+34% +$8.85K 0.01% 708
2019
Q2 		$24K Buy
335
+315
+1,575% +$22.5K ﹤0.01% 833
2019
Q1 		$1K Buy
+20
New +$1.36K ﹤0.01% 1478

Other funds holding REZ

Morgan Stanley
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Global Retirement Partners's REZ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 12,918 shares worth $1.22M. The stake represents 0.02% of the portfolio and ranks #678 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in REZ as recently as Q4 2025.

Global Retirement Partners first reported a position in REZ in Q1 2019 and has held it in 27 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Global Retirement Partners held 12,918 shares of iShares Residential and Multisector Real Estate ETF worth $1.22M as of Q2 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #678 holding.
  • Global Retirement Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2019 and has held it in 27 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.