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 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

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

Kure Advisory's REZ Position: Q2 2026 in Review

Kure Advisory increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 7% in Q2 2026, buying an estimated $287K and bringing the position to 48,828 shares worth $4.62M. The position accounts for 2.19% of the portfolio, ranked #13.

Kure Advisory first reported a position in REZ in Q3 2023 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Kure Advisory held 48,828 shares of iShares Residential and Multisector Real Estate ETF worth $4.62M as of Q2 2026.
Kure Advisory bought 3,195 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $287K.
iShares Residential and Multisector Real Estate ETF made up 2.19% of Kure Advisory's portfolio in Q2 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 11 quarters since.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Kure Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.