Mariner
REZ icon

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

Mariner’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
Q1 		$3.18M Sell
38,209
-953
-2% -$81.9K ﹤0.01% 1260
2025
Q4 		$3.24M Sell
39,162
-1,444
-4% -$121K ﹤0.01% 1220
2025
Q3 		$3.45M Sell
40,606
-4,163
-9% -$346K ﹤0.01% 1107
2025
Q2 		$3.69M Buy
44,769
+3,150
+8% +$260K 0.01% 1002
2025
Q1 		$3.6M Buy
41,619
+1,191
+3% +$99.4K 0.01% 945
2024
Q4 		$3.28M Sell
40,428
-12,979
-24% -$1.11M 0.01% 973
2024
Q3 		$4.74M Buy
53,407
+13,624
+34% +$1.14M 0.01% 805
2024
Q2 		$3.06M Sell
39,783
-203
-0.5% -$14.8K 0.01% 912
2024
Q1 		$2.88M Buy
39,986
+318
+0.8% +$22.4K 0.01% 935
2023
Q4 		$2.92M Buy
39,668
+24,297
+158% +$1.63M 0.01% 891
2023
Q3 		$1.01M Buy
15,371
+3,250
+27% +$232K ﹤0.01% 1316
2023
Q2 		$888K Buy
12,121
+6,919
+133% +$494K ﹤0.01% 1379
2023
Q1 		$367K Buy
5,202
+849
+20% +$61.2K ﹤0.01% 1917
2022
Q4 		$298K Buy
+4,353
New +$305K ﹤0.01% 2038

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return