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
Q2 		$3.6M Sell
37,995
-214
-0.6% -$19.2K ﹤0.01% 1188
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

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

Mariner's REZ Position: Q2 2026 in Review

Mariner reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.56% in Q2 2026, selling an estimated $19.2K and leaving 37,995 shares worth $3.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Mariner first reported a position in REZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.74M in Q3 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Mariner held 37,995 shares of iShares Residential and Multisector Real Estate ETF worth $3.6M as of Q2 2026.
  • Mariner sold 214 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $19.2K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1188 holding.
  • Mariner first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Mariner's iShares Residential and Multisector Real Estate ETF position peaked at $4.74M in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.