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Harvest Fund Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Harvest Fund 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
2025
Q3 		– Sell
-2,334
Closed -$192K – 705
2025
Q2 		$192K Sell
2,334
-2,100
-47% -$173K 0.01% 329
2025
Q1 		$383K Buy
+4,434
New +$370K 0.02% 304

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Harvest Fund Management's REZ Position: Q3 2025 in Review

Harvest Fund Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2025, closing a stake of 2,334 shares — an estimated $192K sold.

Harvest Fund Management first reported a position in REZ in Q1 2025 and held it in 2 quarters. The position peaked at $383K in Q1 2025. 160 funds tracked by Wall St. Rank hold REZ as of Q3 2025.

  • Harvest Fund Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Harvest Fund Management sold 2,334 iShares Residential and Multisector Real Estate ETF shares in Q3 2025, an estimated $192K.
  • Harvest Fund Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2025 and held it in 2 quarters.
  • Harvest Fund Management's iShares Residential and Multisector Real Estate ETF position peaked at $383K in Q1 2025.
  • 160 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2025.

Based on Harvest Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.