Jeff Yass’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Jeff Yass’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
2025 Q2	–	Sell	-4,900	Closed	-$423K	–	13555
2025 Q1	$423K	Buy	+4,900	New	+$409K	﹤0.01%	9279
2024 Q3	–	Sell	-3,300	Closed	-$254K	–	12866
2024 Q2	$254K	Buy	+3,300	New	+$241K	﹤0.01%	9819
2024 Q1	–	Sell	-4,200	Closed	-$309K	–	13154
2023 Q4	$309K	Sell	4,200 -400	-9%	-$26.9K	﹤0.01%	9777
2023 Q3	$303K	Buy	4,600 +800	+21%	+$57.2K	﹤0.01%	9327
2023 Q2	$278K	Buy	+3,800	New	+$271K	﹤0.01%	9596
2023 Q1	–	Sell	-51,500	Closed	-$3.52M	–	13337
2022 Q4	$3.52M	Buy	51,500 +36,300	+239%	+$2.54M	﹤0.01%	3763
2022 Q3	$1.09M	Buy	15,200 +10,000	+192%	+$818K	﹤0.01%	6412
2022 Q2	$416K	Sell	5,200 -2,500	-32%	-$217K	﹤0.01%	8730
2022 Q1	$739K	Buy	7,700 +2,400	+45%	+$223K	﹤0.01%	7939
2021 Q4	$521K	Sell	5,300 -2,200	-29%	-$202K	﹤0.01%	9092
2021 Q3	$642K	Buy	7,500 +5,000	+200%	+$443K	﹤0.01%	8734
2021 Q2	$208K	Buy	+2,500	New	+$200K	﹤0.01%	11526
2020 Q3	–	Sell	-4,300	Closed	-$258K	–	11053
2020 Q2	$258K	Buy	+4,300	New	+$253K	﹤0.01%	8616
2019 Q2	–	Sell	-3,600	Closed	-$255K	–	10731
2019 Q1	$255K	Buy	+3,600	New	+$244K	﹤0.01%	7496
2018 Q3	–	Sell	-17,900	Closed	-$1.13M	–	10063
2018 Q2	$1.13M	Sell	17,900 -5,500	-24%	-$326K	﹤0.01%	5077
2018 Q1	$1.35M	Buy	23,400 +16,400	+234%	+$938K	﹤0.01%	4635
2017 Q4	$436K	Buy	+7,000	New	+$444K	﹤0.01%	6891
2017 Q2	–	Sell	-11,400	Closed	-$720K	–	9709
2017 Q1	$720K	Sell	11,400 -600	-5%	-$37.4K	﹤0.01%	5811
2016 Q4	$744K	Buy	12,000 +8,000	+200%	+$488K	﹤0.01%	6141
2016 Q3	$262K	Buy	+4,000	New	+$268K	﹤0.01%	7154
2016 Q2	–	Sell	-11,600	Closed	-$766K	–	9198
2016 Q1	$766K	Sell	11,600 -2,900	-20%	-$179K	﹤0.01%	5617
2015 Q4	$920K	Buy	14,500 +7,400	+104%	+$453K	﹤0.01%	5584
2015 Q3	$421K	Buy	+7,100	New	+$417K	﹤0.01%	7431

Other funds holding REZ

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Jeff Yass's REZ Position: Q2 2026 in Review

Jeff Yass reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 33% in Q2 2026, selling an estimated $1.1M and leaving 25,366 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #6073.

Jeff Yass first reported a position in REZ in Q2 2013 and has held it in 44 quarters since. The position peaked at $6.94M in Q4 2023. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Jeff Yass held 25,366 shares of iShares Residential and Multisector Real Estate ETF worth $2.4M as of Q2 2026.
Jeff Yass sold 12,256 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $1.1M.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6073 holding.
Jeff Yass first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and has held it in 44 quarters since.
Jeff Yass's iShares Residential and Multisector Real Estate ETF position peaked at $6.94M in Q4 2023.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.