LA
REZ icon

LexAurum Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

LexAurum Advisors’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
2024
Q1 		– Sell
-4,063
Closed -$299K – 316
2023
Q4 		$299K Sell
4,063
-2,185
-35% -$147K 0.08% 226
2023
Q3 		$412K Buy
6,248
+211
+3% +$15.1K 0.12% 163
2023
Q2 		$442K Buy
6,037
+48
+0.8% +$3.43K 0.13% 144
2023
Q1 		$423K Sell
5,989
-1,363
-19% -$98.3K 0.14% 139
2022
Q4 		$502K Buy
7,352
+825
+13% +$57.8K 0.18% 119
2022
Q3 		$469K Buy
6,527
+1,705
+35% +$139K 0.18% 122
2022
Q2 		$386K Buy
4,822
+1,862
+63% +$162K 0.14% 149
2022
Q1 		$284K Buy
2,960
+469
+19% +$43.5K 0.09% 192
2021
Q4 		$245K Sell
2,491
-12,537
-83% -$1.15M 0.08% 222
2021
Q3 		$1.29M Buy
+15,028
New +$1.33M 0.38% 68

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

LexAurum Advisors's REZ Position: Q1 2024 in Review

LexAurum Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2024, closing a stake of 4,063 shares — an estimated $299K sold.

LexAurum Advisors first reported a position in REZ in Q3 2021 and held it in 10 quarters. The position peaked at $1.29M in Q3 2021. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2024.

  • LexAurum Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • LexAurum Advisors sold 4,063 iShares Residential and Multisector Real Estate ETF shares in Q1 2024, an estimated $299K.
  • LexAurum Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and held it in 10 quarters.
  • LexAurum Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $1.29M in Q3 2021.
  • 139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2024.

Based on LexAurum Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.