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

Kendall 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 		$1.35M Buy
14,300
+1,812
+15% +$163K 0.23% 101
2026
Q1 		$1.04M Buy
12,488
+615
+5% +$52.8K 0.21% 116
2025
Q4 		$981K Buy
11,873
+1,044
+10% +$87.5K 0.21% 117
2025
Q3 		$920K Buy
10,829
+146
+1% +$12.1K 0.21% 117
2025
Q2 		$880K Buy
10,683
+393
+4% +$32.4K 0.23% 109
2025
Q1 		$889K Buy
10,290
+985
+11% +$82.2K 0.26% 103
2024
Q4 		$754K Sell
9,305
-47
-0.5% -$4.03K 0.22% 118
2024
Q3 		$831K Sell
9,352
-224
-2% -$18.7K 0.26% 104
2024
Q2 		$737K Sell
9,576
-1,163
-11% -$84.9K 0.25% 112
2024
Q1 		$774K Buy
10,739
+214
+2% +$15.1K 0.27% 113
2023
Q4 		$774K Sell
10,525
-258
-2% -$17.3K 0.3% 104
2023
Q3 		$711K Buy
10,783
+868
+9% +$62K 0.32% 98
2023
Q2 		$726K Sell
9,915
-221
-2% -$15.8K 0.32% 98
2023
Q1 		$716K Buy
10,136
+341
+3% +$24.6K 0.34% 101
2022
Q4 		$669K Buy
9,795
+215
+2% +$15.1K 0.34% 102
2022
Q3 		$688K Buy
9,580
+215
+2% +$17.6K 0.4% 80
2022
Q2 		$749K Sell
9,365
-4,566
-33% -$397K 0.41% 78
2022
Q1 		$1.34M Buy
13,931
+1,014
+8% +$94K 0.65% 47
2021
Q4 		$1.27M Buy
12,917
+2,120
+20% +$195K 0.6% 55
2021
Q3 		$924K Buy
10,797
+1,172
+12% +$104K 0.5% 66
2021
Q2 		$802K Buy
9,625
+3,021
+46% +$242K 0.45% 70
2021
Q1 		$489K Buy
6,604
+324
+5% +$22.9K 0.3% 86
2020
Q4 		$426K Buy
6,280
+1,529
+32% +$100K 0.31% 90
2020
Q3 		$290K Buy
4,751
+1,109
+30% +$68.2K 0.25% 97
2020
Q2 		$219K Buy
+3,642
New +$214K 0.21% 111
2020
Q1 		– Sell
-3,558
Closed -$268K – 110
2019
Q4 		$268K Buy
3,558
+451
+15% +$35K 0.21% 103
2019
Q3 		$247K Sell
3,107
-240
-7% -$18.5K 0.22% 102
2019
Q2 		$244K Buy
+3,347
New +$239K 0.22% 106

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

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

Kendall Capital Management increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 15% in Q2 2026, buying an estimated $163K and bringing the position to 14,300 shares worth $1.35M. The position accounts for 0.23% of the portfolio, ranked #101.

Kendall Capital Management first reported a position in REZ in Q2 2019 and has held it in 28 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Kendall Capital Management held 14,300 shares of iShares Residential and Multisector Real Estate ETF worth $1.35M as of Q2 2026.
  • Kendall Capital Management bought 1,812 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $163K.
  • iShares Residential and Multisector Real Estate ETF made up 0.23% of Kendall Capital Management's portfolio in Q2 2026, its #101 holding.
  • Kendall Capital Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2019 and has held it in 28 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.