Janney Montgomery Scott
REZ icon

Janney Montgomery Scott’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Janney Montgomery Scott’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 		$269K Buy
+2,838
New +$255K ﹤0.01% 2816
2026
Q1 		– Sell
-2,838
Closed -$235K – 3001
2025
Q4 		$235K Sell
2,838
-1,974
-41% -$166K ﹤0.01% 2710
2025
Q3 		$409K Sell
4,812
-100
-2% -$8.32K ﹤0.01% 2284
2025
Q2 		$404K Buy
4,912
+3
+0.1% +$247 ﹤0.01% 2163
2025
Q1 		$424K Buy
4,909
+1,052
+27% +$87.8K ﹤0.01% 2100
2024
Q4 		$313K Buy
3,857
+952
+33% +$81.6K ﹤0.01% 2281
2024
Q3 		$258K Buy
+2,905
New +$243K ﹤0.01% 2381
2022
Q3 		– Sell
-2,604
Closed -$209K – 2595
2022
Q2 		$209K Buy
2,604
+140
+6% +$12.2K ﹤0.01% 2125
2022
Q1 		$236K Buy
2,464
+54
+2% +$5.01K ﹤0.01% 2004
2021
Q4 		$237K Buy
2,410
+23
+1% +$2.12K ﹤0.01% 2149
2021
Q3 		$204K Buy
+2,387
New +$211K ﹤0.01% 2157
2020
Q1 		– Sell
-2,804
Closed -$211K – 2047
2019
Q4 		$211K Sell
2,804
-750
-21% -$58.2K ﹤0.01% 1909
2019
Q3 		$282K Hold
3,554
– – ﹤0.01% 1721
2019
Q2 		$259K Sell
3,554
-900
-20% -$64.4K ﹤0.01% 1767
2019
Q1 		$315K Sell
4,454
-410
-8% -$27.8K ﹤0.01% 1639
2018
Q4 		$303K Buy
4,864
+125
+3% +$7.96K ﹤0.01% 1550
2018
Q3 		$298K Buy
4,739
+1,172
+33% +$74.7K ﹤0.01% 1719
2018
Q2 		$225K Buy
+3,567
New +$212K ﹤0.01% 1805
2018
Q1 		– Sell
-3,738
Closed -$233K – 1990
2017
Q4 		$233K Buy
3,738
+346
+10% +$22K ﹤0.01% 1719
2017
Q3 		$216K Sell
3,392
-8
-0.2% -$517 ﹤0.01% 1673
2017
Q2 		$221K Buy
+3,400
New +$220K ﹤0.01% 1580
2016
Q2 		– Sell
-6,502
Closed -$429K – 1069
2016
Q1 		$429K Buy
6,502
+661
+11% +$40.8K 0.01% 837
2015
Q4 		$371K Buy
5,841
+2,336
+67% +$143K 0.01% 949
2015
Q3 		$208K Buy
+3,505
New +$206K 0.01% 1234

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

Janney Montgomery Scott's REZ Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 2,838 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #2816 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in REZ as recently as Q4 2025.

Janney Montgomery Scott first reported a position in REZ in Q3 2015 and has held it in 24 quarters since. The position peaked at $429K in Q1 2016. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Janney Montgomery Scott held 2,838 shares of iShares Residential and Multisector Real Estate ETF worth $269K as of Q2 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Janney Montgomery Scott position in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2816 holding.
  • Janney Montgomery Scott first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2015 and has held it in 24 quarters since.
  • Janney Montgomery Scott's iShares Residential and Multisector Real Estate ETF position peaked at $429K in Q1 2016.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.