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LRI Investments’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

LRI Investments’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 		– Sell
-7
Closed -$582 – 1993
2026
Q1 		$582 Hold
7
– – ﹤0.01% 1359
2025
Q4 		$578 Hold
7
– – ﹤0.01% 1297
2025
Q3 		$595 Hold
7
– – ﹤0.01% 1275
2025
Q2 		$576 Hold
7
– – ﹤0.01% 1231
2025
Q1 		$605 Hold
7
– – ﹤0.01% 1175
2024
Q4 		$567 Hold
7
– – ﹤0.01% 1126
2024
Q3 		$603 Hold
7
– – ﹤0.01% 1118
2024
Q2 		$539 Hold
7
– – ﹤0.01% 1117
2024
Q1 		$504 Buy
+7
New +$494 ﹤0.01% 822

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

LRI Investments's REZ Position: Q2 2026 in Review

LRI Investments sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026, closing a stake of 7 shares — an estimated $582 sold.

LRI Investments first reported a position in REZ in Q1 2024 and held it in 9 quarters. The position peaked at $605 in Q1 2025. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • LRI Investments reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 7 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $582.
  • LRI Investments first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2024 and held it in 9 quarters.
  • LRI Investments's iShares Residential and Multisector Real Estate ETF position peaked at $605 in Q1 2025.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.