HighTower Advisors
REZ icon

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

HighTower 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
Q2 		$685K Buy
7,233
+10
+0.1% +$899 ﹤0.01% 2495
2026
Q1 		$601K Sell
7,223
-543
-7% -$46.6K ﹤0.01% 2572
2025
Q4 		$642K Sell
7,766
-11
-0.1% -$922 ﹤0.01% 2440
2025
Q3 		$661K Sell
7,777
-246
-3% -$20.5K ﹤0.01% 2396
2025
Q2 		$661K Sell
8,023
-22,313
-74% -$1.84M ﹤0.01% 2305
2025
Q1 		$2.62M Buy
30,336
+22,138
+270% +$1.85M ﹤0.01% 1377
2024
Q4 		$664K Buy
8,198
+56
+0.7% +$4.8K ﹤0.01% 2260
2024
Q3 		$725K Buy
8,142
+122
+2% +$10.2K ﹤0.01% 2131
2024
Q2 		$616K Sell
8,020
-693
-8% -$50.6K ﹤0.01% 2171
2024
Q1 		$627K Buy
8,713
+440
+5% +$31K ﹤0.01% 2115
2023
Q4 		$610K Buy
8,273
+291
+4% +$19.6K ﹤0.01% 2177
2023
Q3 		$527K Buy
7,982
+3,226
+68% +$231K ﹤0.01% 2205
2023
Q2 		$348K Buy
4,756
+168
+4% +$12K ﹤0.01% 2458
2023
Q1 		$323K Sell
4,588
-1,179
-20% -$85K ﹤0.01% 2418
2022
Q4 		$395K Sell
5,767
-230
-4% -$16.1K ﹤0.01% 2289
2022
Q3 		$430K Sell
5,997
-94
-2% -$7.69K ﹤0.01% 2113
2022
Q2 		$488K Buy
6,091
+426
+8% +$37K ﹤0.01% 2068
2022
Q1 		$544K Buy
5,665
+750
+15% +$69.6K ﹤0.01% 2118
2021
Q4 		$483K Buy
4,915
+581
+13% +$53.4K ﹤0.01% 2184
2021
Q3 		$371K Buy
4,334
+246
+6% +$21.8K ﹤0.01% 2278
2021
Q2 		$340K Buy
4,088
+96
+2% +$7.69K ﹤0.01% 2288
2021
Q1 		$297K Buy
+3,992
New +$282K ﹤0.01% 2311
2017
Q2 		– Sell
-11,809
Closed -$753K – 2304
2017
Q1 		$753K Sell
11,809
-86,554
-88% -$5.4M 0.01% 1157
2016
Q4 		$6.11M Buy
98,363
+3,410
+4% +$208K 0.07% 320
2016
Q3 		$6.22M Buy
94,953
+688
+0.7% +$46.1K 0.07% 295
2016
Q2 		$6.37M Sell
94,265
-847
-0.9% -$54.9K 0.08% 261
2016
Q1 		$6.28M Buy
95,112
+5,144
+6% +$318K 0.02% 317
2015
Q4 		$5.71M Buy
+89,968
New +$5.5M 0.07% 305

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

HighTower Advisors's REZ Position: Q2 2026 in Review

HighTower Advisors increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.14% in Q2 2026, buying an estimated $899 and bringing the position to 7,233 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

HighTower Advisors first reported a position in REZ in Q4 2015 and has held it in 28 quarters since. The position peaked at $6.37M in Q2 2016. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • HighTower Advisors held 7,233 shares of iShares Residential and Multisector Real Estate ETF worth $685K as of Q2 2026.
  • HighTower Advisors bought 10 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $899.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2495 holding.
  • HighTower Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2015 and has held it in 28 quarters since.
  • HighTower Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $6.37M in Q2 2016.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.