LWM
REZ icon

LongView Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

LongView Wealth 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 		$1.57M Buy
16,532
+2,676
+19% +$241K 0.4% 57
2026
Q1 		$1.22M Buy
13,856
+6,432
+87% +$552K 0.31% 73
2025
Q4 		$621K Buy
+7,424
New +$623K 0.15% 128

Other funds holding REZ

Morgan Stanley
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

LongView Wealth Management's REZ Position: Q2 2026 in Review

LongView Wealth Management increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 19% in Q2 2026, buying an estimated $241K and bringing the position to 16,532 shares worth $1.57M. The position accounts for 0.4% of the portfolio, ranked #57.

LongView Wealth Management first reported a position in REZ in Q4 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • LongView Wealth Management held 16,532 shares of iShares Residential and Multisector Real Estate ETF worth $1.57M as of Q2 2026.
  • LongView Wealth Management bought 2,676 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $241K.
  • iShares Residential and Multisector Real Estate ETF made up 0.4% of LongView Wealth Management's portfolio in Q2 2026, its #57 holding.
  • LongView Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.