Leavell Investment Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Leavell Investment 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	$2.13M	Buy	22,513 +1,027	+5%	+$92.3K	0.08%	223
2026 Q1	$1.79M	Buy	21,486 +1,218	+6%	+$105K	0.07%	239
2025 Q4	$1.67M	Buy	20,268 +2,888	+17%	+$242K	0.07%	237
2025 Q3	$1.48M	Buy	17,380 +4,996	+40%	+$416K	0.06%	256
2025 Q2	$1.02M	Buy	12,384 +6,097	+97%	+$502K	0.05%	297
2025 Q1	$543K	Buy	+6,287	New	+$525K	0.03%	365

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

Leavell Investment Management's REZ Position: Q2 2026 in Review

Leavell Investment Management increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 4.8% in Q2 2026, buying an estimated $92.3K and bringing the position to 22,513 shares worth $2.13M. The position accounts for 0.08% of the portfolio, ranked #223.

Leavell Investment Management first reported a position in REZ in Q1 2025 and has held it in 6 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Leavell Investment Management held 22,513 shares of iShares Residential and Multisector Real Estate ETF worth $2.13M as of Q2 2026.
Leavell Investment Management bought 1,027 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $92.3K.
iShares Residential and Multisector Real Estate ETF made up 0.08% of Leavell Investment Management's portfolio in Q2 2026, its #223 holding.
Leavell Investment Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.