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

Kure Advisory’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	$4.43M	Buy	50,199 +1,371	+3%	+$130K	2.05%	13
2026 Q2	$4.62M	Buy	48,828 +3,195	+7%	+$287K	2.19%	13
2026 Q1	$3.8M	Buy	45,633 +2,519	+6%	+$216K	2.07%	13
2025 Q4	$3.56M	Buy	43,114 +3,228	+8%	+$271K	1.99%	13
2025 Q3	$3.39M	Buy	39,886 +1,371	+4%	+$114K	2.09%	12
2025 Q2	$3.17M	Buy	38,515 +3,528	+10%	+$291K	2.1%	12
2025 Q1	$3.02M	Buy	+34,987	New	+$2.92M	2.28%	12
2024 Q3	$3.12M	Buy	35,152 +58	+0.2%	+$4.85K	2.8%	14
2024 Q2	$2.7M	Buy	35,094 +1,397	+4%	+$102K	2.22%	15
2024 Q1	$2.43M	Buy	33,697 +1,894	+6%	+$134K	2.07%	15
2023 Q4	$2.34M	Buy	31,803 +4,480	+16%	+$301K	1.21%	25
2023 Q3	$1.8M	Buy	+27,323	New	+$1.95M	1.02%	28

Other funds holding REZ

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

MWML

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

BMCM

Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kure Advisory's REZ Position: Q3 2026 in Review

Kure Advisory increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 2.8% in Q3 2026, buying an estimated $130K and bringing the position to 50,199 shares worth $4.43M. The position accounts for 2.05% of the portfolio, ranked #13.

Kure Advisory first reported a position in REZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.62M in Q2 2026. 28 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

Kure Advisory held 50,199 shares of iShares Residential and Multisector Real Estate ETF worth $4.43M as of Q3 2026.
Kure Advisory bought 1,371 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $130K.
iShares Residential and Multisector Real Estate ETF made up 2.05% of Kure Advisory's portfolio in Q3 2026, its #13 holding.
Kure Advisory first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
Kure Advisory's iShares Residential and Multisector Real Estate ETF position peaked at $4.62M in Q2 2026.
28 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on Kure Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.