LNC
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Lincoln National Corp’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-11,163
Closed -$805K – 895
2024
Q1 		$805K Buy
+11,163
New +$787K 0.01% 583
2021
Q1 		– Sell
-3,383
Closed -$229K – 825
2020
Q4 		$229K Sell
3,383
-2,211
-40% -$145K 0.01% 662
2020
Q3 		$341K Sell
5,594
-3,030
-35% -$186K 0.01% 476
2020
Q2 		$518K Sell
8,624
-15
-0.2% -$881 0.02% 368
2020
Q1 		$476K Buy
+8,639
New +$622K 0.02% 346

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
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
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Lincoln National Corp's REZ Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2024, closing a stake of 11,163 shares — an estimated $805K sold.

Lincoln National Corp first reported a position in REZ in Q1 2020 and held it in 5 quarters. The position peaked at $805K in Q1 2024. 134 funds tracked by Wall St. Rank hold REZ as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 11,163 iShares Residential and Multisector Real Estate ETF shares in Q2 2024, an estimated $805K.
  • Lincoln National Corp first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2020 and held it in 5 quarters.
  • Lincoln National Corp's iShares Residential and Multisector Real Estate ETF position peaked at $805K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.