KNW
REZ icon

Kesler Norman & Wride’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Kesler Norman & Wride’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
Q4 		– Sell
-4,479
Closed -$363K – 259
2025
Q3 		$363K Buy
+4,479
New +$373K 0.07% 192
2025
Q1 		– Sell
-4,479
Closed -$363K – 221
2024
Q4 		$363K Buy
+4,479
New +$384K 0.08% 187

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kesler Norman & Wride's REZ Position: Q4 2025 in Review

Kesler Norman & Wride sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2025, closing a stake of 4,479 shares — an estimated $363K sold.

Kesler Norman & Wride first reported a position in REZ in Q4 2024 and held it in 2 quarters. The position peaked at $363K in Q3 2025. 163 funds tracked by Wall St. Rank hold REZ as of Q4 2025.

  • Kesler Norman & Wride reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Kesler Norman & Wride sold 4,479 iShares Residential and Multisector Real Estate ETF shares in Q4 2025, an estimated $363K.
  • Kesler Norman & Wride first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and held it in 2 quarters.
  • Kesler Norman & Wride's iShares Residential and Multisector Real Estate ETF position peaked at $363K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2025.

Based on Kesler Norman & Wride's 13F filing for Q4 2025, filed 10 Feb 2026.