HI
REZ icon

Harbour Investments’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Harbour Investments’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 		$157K Buy
1,654
+19
+1% +$1.71K ﹤0.01% 1741
2026
Q1 		$136K Buy
1,635
+44
+3% +$3.78K ﹤0.01% 1746
2025
Q4 		$132K Buy
1,591
+113
+8% +$9.47K ﹤0.01% 1494
2025
Q3 		$126K Buy
1,478
+431
+41% +$35.9K ﹤0.01% 1475
2025
Q2 		$86.2K Sell
1,047
-1,144
-52% -$94.3K ﹤0.01% 1570
2025
Q1 		$189K Buy
2,191
+171
+8% +$14.3K 0.01% 1117
2024
Q4 		$164K Buy
2,020
+1,814
+881% +$155K ﹤0.01% 1139
2024
Q3 		$18.3K Hold
206
– – ﹤0.01% 2103
2024
Q2 		$15.9K Sell
206
-26
-11% -$1.9K ﹤0.01% 2065
2024
Q1 		$16.7K Hold
232
– – ﹤0.01% 2029
2023
Q4 		$17.1K Sell
232
-374
-62% -$25.1K ﹤0.01% 1938
2023
Q3 		$40K Sell
606
-65
-10% -$4.64K ﹤0.01% 1451
2023
Q2 		$49.2K Sell
671
-165
-20% -$11.8K ﹤0.01% 1376
2023
Q1 		$59K Sell
836
-25
-3% -$1.8K ﹤0.01% 1281
2022
Q4 		$58.8K Sell
861
-466
-35% -$32.7K ﹤0.01% 1232
2022
Q3 		$106K Hold
1,327
– – 0.01% 937
2022
Q2 		$106K Buy
+1,327
New +$115K 0.01% 937
2021
Q4 		$710K Sell
7,230
-455
-6% -$41.9K 0.04% 370
2021
Q3 		$658K Buy
7,685
+5,819
+312% +$515K 0.02% 550
2021
Q2 		$156K Buy
1,866
+931
+100% +$74.6K 0.01% 1169
2021
Q1 		$69K Buy
+935
New +$66K ﹤0.01% 1496

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

Harbour Investments's REZ Position: Q2 2026 in Review

Harbour Investments increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 1.2% in Q2 2026, buying an estimated $1.71K and bringing the position to 1,654 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Harbour Investments first reported a position in REZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $710K in Q4 2021. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Harbour Investments held 1,654 shares of iShares Residential and Multisector Real Estate ETF worth $157K as of Q2 2026.
  • Harbour Investments bought 19 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $1.71K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1741 holding.
  • Harbour Investments first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares Residential and Multisector Real Estate ETF position peaked at $710K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.