Kestra Advisory Services
REZ icon

Kestra Advisory Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Kestra Advisory Services’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
Q3 		$331K Buy
3,745
+795
+27% +$75.2K ﹤0.01% 2877
2026
Q2 		$279K Sell
2,950
-823
-22% -$74K ﹤0.01% 2839
2026
Q1 		$314K Buy
3,773
+2,105
+126% +$181K ﹤0.01% 2582
2025
Q4 		$138K Buy
+1,668
New +$140K ﹤0.01% 3195
2025
Q3 		– Sell
-5,756
Closed -$474K – 3005
2025
Q2 		$474K Buy
5,756
+3,057
+113% +$252K ﹤0.01% 2002
2025
Q1 		$233K Buy
+2,699
New +$225K ﹤0.01% 2371
2024
Q4 		– Sell
-2,913
Closed -$259K – 2794
2024
Q3 		$259K Sell
2,913
-1,361
-32% -$114K ﹤0.01% 2194
2024
Q2 		$231K Buy
4,274
+221
+5% +$16.1K ﹤0.01% 2299
2024
Q1 		$292K Sell
4,053
-288
-7% -$20.3K ﹤0.01% 2009
2023
Q4 		$319K Sell
4,341
-407
-9% -$27.3K ﹤0.01% 1805
2023
Q3 		$313K Buy
4,748
+1,784
+60% +$127K ﹤0.01% 1633
2023
Q2 		$217K Buy
+2,964
New +$212K ﹤0.01% 1856
2022
Q4 		– Sell
-3,557
Closed -$255K – 2330
2022
Q3 		$255K Sell
3,557
-47
-1% -$3.84K ﹤0.01% 1702
2022
Q2 		$288K Sell
3,604
-1,626
-31% -$141K ﹤0.01% 1656
2022
Q1 		$502K Sell
5,230
-73
-1% -$6.77K 0.01% 1299
2021
Q4 		$521K Buy
5,303
+1,671
+46% +$154K 0.01% 1298
2021
Q3 		$311K Buy
3,632
+925
+34% +$81.9K ﹤0.01% 1644
2021
Q2 		$226K Buy
+2,707
New +$217K ﹤0.01% 1773
2021
Q1 		– Sell
-3,818
Closed -$257K – 2021
2020
Q4 		$257K Buy
+3,818
New +$250K ﹤0.01% 1547

Other funds holding REZ

Franklin, Parlapiano, Turner & Welch
Franklin, Parlapiano, Turner & Welch Houston, Texas $448M AUM 10.69% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Fonville Wealth Management
Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return
Kure Advisory
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Winter & Associates
Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return

Kestra Advisory Services's REZ Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 27% in Q3 2026, buying an estimated $75.2K and bringing the position to 3,745 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

Kestra Advisory Services first reported a position in REZ in Q4 2020 and has held it in 19 quarters since. The position peaked at $521K in Q4 2021. 80 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • Kestra Advisory Services held 3,745 shares of iShares Residential and Multisector Real Estate ETF worth $331K as of Q3 2026.
  • Kestra Advisory Services bought 795 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $75.2K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2877 holding.
  • Kestra Advisory Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and has held it in 19 quarters since.
  • Kestra Advisory Services's iShares Residential and Multisector Real Estate ETF position peaked at $521K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.