HHRDM
REZ icon

H&H Retirement Design & Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

H&H Retirement Design & Management’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
Q1 		$1.38M Sell
15,306
-86
-0.6% -$7.39K 0.67% 37
2025
Q4 		$1.28M Buy
15,392
+1,142
+8% +$95.8K 0.65% 33
2025
Q3 		$1.19M Sell
14,250
-148
-1% -$12.3K 0.64% 31
2025
Q2 		$1.2M Buy
14,398
+943
+7% +$77.7K 0.66% 32
2025
Q1 		$1.09M Sell
13,455
-114
-0.8% -$9.51K 0.72% 27
2024
Q4 		$1.14M Buy
13,569
+241
+2% +$20.6K 0.69% 30
2024
Q3 		$1.16M Buy
13,328
+55
+0.4% +$4.6K 0.68% 33
2024
Q2 		$1.07M Buy
13,273
+74
+0.6% +$5.4K 0.66% 35
2024
Q1 		$918K Sell
13,199
-1,491
-10% -$105K 0.61% 35
2023
Q4 		$1.01M Sell
14,690
-5,346
-27% -$359K 0.64% 32
2023
Q3 		$1.33M Buy
20,036
+78
+0.4% +$5.57K 0.92% 21
2023
Q2 		$1.51M Sell
19,958
-232
-1% -$16.6K 1% 21
2023
Q1 		$1.43M Buy
+20,190
New +$1.46M 0.91% 21

Other funds holding REZ

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
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return