HCM
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Hollencrest Capital Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Hollencrest Capital 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
Q2 		– Sell
-263
Closed -$21.9K – 1335
2026
Q1 		$21.9K Hold
263
– – ﹤0.01% 703
2025
Q4 		$21.7K Hold
263
– – ﹤0.01% 696
2025
Q3 		$22.3K Hold
263
– – ﹤0.01% 692
2025
Q2 		$21.7K Hold
263
– – ﹤0.01% 664
2025
Q1 		$22.7K Hold
263
– – ﹤0.01% 654
2024
Q4 		$21.3K Hold
263
– – ﹤0.01% 686
2024
Q3 		$23.4K Hold
263
– – ﹤0.01% 651
2024
Q2 		$20.2K Hold
263
– – ﹤0.01% 669
2024
Q1 		$19K Hold
263
– – ﹤0.01% 643
2023
Q4 		$19.3K Hold
263
– – ﹤0.01% 643
2023
Q3 		$17.3K Hold
263
– – ﹤0.01% 648
2023
Q2 		$19.3K Hold
263
– – ﹤0.01% 667
2023
Q1 		$18.6K Hold
263
– – ﹤0.01% 657
2022
Q4 		$18K Buy
+263
New +$18.4K ﹤0.01% 631

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

Hollencrest Capital Management's REZ Position: Q2 2026 in Review

Hollencrest Capital Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026, closing a stake of 263 shares — an estimated $21.9K sold.

Hollencrest Capital Management first reported a position in REZ in Q4 2022 and held it in 14 quarters. The position peaked at $23.4K in Q3 2024. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Hollencrest Capital Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Hollencrest Capital Management sold 263 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $21.9K.
  • Hollencrest Capital Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and held it in 14 quarters.
  • Hollencrest Capital Management's iShares Residential and Multisector Real Estate ETF position peaked at $23.4K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.