High Probability Advisors
REZ icon

High Probability Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

High Probability Advisors’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
Q3 		$2.04M Buy
23,137
+35
+0.2% +$3.31K 0.23% 26
2026
Q2 		$2.19M Buy
23,102
+33
+0.1% +$2.97K 0.23% 26
2026
Q1 		$1.92M Hold
23,069
– – 0.25% 26
2025
Q4 		$1.91M Buy
23,069
+64
+0.3% +$5.37K 0.25% 27
2025
Q3 		$1.95M Buy
23,005
+32
+0.1% +$2.66K 0.27% 25
2025
Q2 		$1.89M Buy
22,973
+36
+0.2% +$2.97K 0.28% 24
2025
Q1 		$1.98M Buy
22,937
+4,129
+22% +$344K 0.33% 24
2024
Q4 		$1.52M Sell
18,808
-6,962
-27% -$597K 0.27% 26
2024
Q3 		$2.29M Buy
25,770
+31
+0.1% +$2.59K 0.39% 26
2024
Q2 		$1.98M Buy
25,739
+29
+0.1% +$2.12K 0.36% 24
2024
Q1 		$1.85M Buy
25,710
+24
+0.1% +$1.69K 0.34% 24
2023
Q4 		$1.89M Buy
25,686
+894
+4% +$60.1K 0.38% 26
2023
Q3 		$1.64M Sell
24,792
-1,957
-7% -$140K 0.35% 24
2023
Q2 		$1.96M Buy
26,749
+52
+0.2% +$3.71K 0.42% 24
2023
Q1 		$1.89M Sell
26,697
-20
-0.1% -$1.44K 0.44% 24
2022
Q4 		$1.83M Buy
26,717
+1,666
+7% +$117K 0.5% 24
2022
Q3 		$1.8M Sell
25,051
-3,239
-11% -$265K 0.56% 24
2022
Q2 		$2.26M Buy
28,290
+3,028
+12% +$263K 0.72% 23
2022
Q1 		$2.42M Buy
25,262
+839
+3% +$77.8K 0.79% 21
2021
Q4 		$2.4M Sell
24,423
-322
-1% -$29.6K 0.89% 19
2021
Q3 		$2.12M Buy
24,745
+11,627
+89% +$1.03M 0.86% 18
2021
Q2 		$1.09M Buy
+13,118
New +$1.05M 0.46% 19

Other funds holding REZ

Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

High Probability Advisors's REZ Position: Q3 2026 in Review

High Probability Advisors increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.15% in Q3 2026, buying an estimated $3.31K and bringing the position to 23,137 shares worth $2.04M. The position accounts for 0.23% of the portfolio, ranked #26.

High Probability Advisors first reported a position in REZ in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.42M in Q1 2022. 28 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • High Probability Advisors held 23,137 shares of iShares Residential and Multisector Real Estate ETF worth $2.04M as of Q3 2026.
  • High Probability Advisors bought 35 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $3.31K.
  • iShares Residential and Multisector Real Estate ETF made up 0.23% of High Probability Advisors's portfolio in Q3 2026, its #26 holding.
  • High Probability Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2021 and has held it in 22 quarters since.
  • High Probability Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $2.42M in Q1 2022.
  • 28 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on High Probability Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.