Lederer & Associates Investment Counsel’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Lederer & Associates Investment Counsel’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	$654K	Hold	6,905	–	–	0.43%	65
2026 Q1	$575K	Hold	6,905	–	–	0.41%	67
2025 Q4	$571K	Buy	6,905 +4,530	+191%	+$380K	0.38%	70
2025 Q3	$202K	Hold	2,375	–	–	0.13%	85
2025 Q2	$196K	Hold	2,375	–	–	0.13%	83
2025 Q1	$205K	Hold	2,375	–	–	0.15%	80
2024 Q4	$192K	Hold	2,375	–	–	0.13%	83
2024 Q3	$211K	Buy	+2,375	New	+$199K	0.15%	83
2022 Q2	–	Sell	-2,375	Closed	-$228K	–	90
2022 Q1	$228K	Hold	2,375	–	–	0.14%	89
2021 Q4	$233K	Hold	2,375	–	–	0.14%	87
2021 Q3	$203K	Buy	+2,375	New	+$210K	0.13%	86
2021 Q2	–	Sell	-2,375	Closed	-$176K	–	133
2021 Q1	$176K	Buy	+2,375	New	+$168K	0.12%	87

Other funds holding REZ

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

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

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

SFG

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $211M AUM 18.79% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

Lederer & Associates Investment Counsel's REZ Position: Q2 2026 in Review

Lederer & Associates Investment Counsel held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 6,905 shares worth $654K. The position accounts for 0.43% of the portfolio, ranked #65.

Lederer & Associates Investment Counsel first reported a position in REZ in Q1 2021 and has held it in 12 quarters since. 60 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Lederer & Associates Investment Counsel held 6,905 shares of iShares Residential and Multisector Real Estate ETF worth $654K as of Q2 2026.
Lederer & Associates Investment Counsel left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
iShares Residential and Multisector Real Estate ETF made up 0.43% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #65 holding.
Lederer & Associates Investment Counsel first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2021 and has held it in 12 quarters since.
60 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.