HF
REZ icon

HRT Financial’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

HRT Financial’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
Q1 		– Sell
-5,221
Closed -$431K – 4575
2025
Q4 		$431K Buy
+5,221
New +$438K ﹤0.01% 2187
2025
Q3 		– Sell
-2,764
Closed -$227K – 3525
2025
Q2 		$227K Buy
+2,764
New +$228K ﹤0.01% 2012
2022
Q3 		– Sell
-29,160
Closed -$2.33M – 3382
2022
Q2 		$2.33M Buy
+29,160
New +$2.53M 0.03% 506

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HRT Financial's REZ Position: Q1 2026 in Review

HRT Financial sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026, closing a stake of 5,221 shares — an estimated $431K sold.

HRT Financial first reported a position in REZ in Q2 2022 and held it in 3 quarters. The position peaked at $2.33M in Q2 2022. 156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • HRT Financial reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 5,221 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $431K.
  • HRT Financial first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2022 and held it in 3 quarters.
  • HRT Financial's iShares Residential and Multisector Real Estate ETF position peaked at $2.33M in Q2 2022.
  • 156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.