GW
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GW & Wade’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

GW & Wade’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
2023
Q4 		$460K Buy
6,253
+1,133
+22% +$76.1K 0.01% 299
2023
Q3 		$338K Buy
5,120
+591
+13% +$42.2K 0.01% 311
2023
Q2 		$332K Buy
4,529
+1,252
+38% +$89.4K 0.01% 306
2023
Q1 		$231K Buy
+3,277
New +$236K 0.01% 342

Other funds holding REZ

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

GW & Wade's REZ Position: Q4 2023 in Review

GW & Wade increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 22% in Q4 2023, buying an estimated $76.1K and bringing the position to 6,253 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #299.

GW & Wade first reported a position in REZ in Q1 2023 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold REZ as of Q4 2023.

  • GW & Wade held 6,253 shares of iShares Residential and Multisector Real Estate ETF worth $460K as of Q4 2023.
  • GW & Wade bought 1,133 iShares Residential and Multisector Real Estate ETF shares in Q4 2023, an estimated $76.1K.
  • iShares Residential and Multisector Real Estate ETF made up 0.01% of GW & Wade's portfolio in Q4 2023, its #299 holding.
  • GW & Wade first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2023 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.