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Madrid Financial Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Madrid Financial Services’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
2025
Q4 		– Sell
-82,131
Closed -$6.98M – 25
2025
Q3 		$6.98M Sell
82,131
-10,198
-11% -$848K 4.36% 14
2025
Q2 		$7.6M Sell
92,329
-997
-1% -$82.2K 5.15% 11
2025
Q1 		$8.07M Sell
93,326
-13,498
-13% -$1.13M 5.87% 9
2024
Q4 		$8.65M Buy
+106,824
New +$9.15M 6.87% 5

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Madrid Financial Services's REZ Position: Q4 2025 in Review

Madrid Financial Services sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2025, closing a stake of 82,131 shares — an estimated $6.98M sold.

Madrid Financial Services first reported a position in REZ in Q4 2024 and held it in 4 quarters. The position peaked at $8.65M in Q4 2024. 163 funds tracked by Wall St. Rank hold REZ as of Q4 2025.

  • Madrid Financial Services reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Madrid Financial Services sold 82,131 iShares Residential and Multisector Real Estate ETF shares in Q4 2025, an estimated $6.98M.
  • Madrid Financial Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and held it in 4 quarters.
  • Madrid Financial Services's iShares Residential and Multisector Real Estate ETF position peaked at $8.65M in Q4 2024.
  • 163 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2025.

Based on Madrid Financial Services's 13F filing for Q4 2025, filed 18 Aug 2026.