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HUB Investment Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

HUB Investment Partners’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
2023
Q1 		– Sell
-4,106
Closed -$281K – 244
2022
Q4 		$281K Buy
+4,106
New +$288K 0.06% 112

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CAAS
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HUB Investment Partners's REZ Position: Q1 2023 in Review

HUB Investment Partners sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2023, closing a stake of 4,106 shares — an estimated $281K sold.

HUB Investment Partners first reported a position in REZ in Q4 2022 and held it in 1 quarter. The position peaked at $281K in Q4 2022. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2023.

  • HUB Investment Partners reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • HUB Investment Partners sold 4,106 iShares Residential and Multisector Real Estate ETF shares in Q1 2023, an estimated $281K.
  • HUB Investment Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • HUB Investment Partners's iShares Residential and Multisector Real Estate ETF position peaked at $281K in Q4 2022.
  • 139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2023.

Based on HUB Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.