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

Mather Group’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	$7.91K	Buy	+95	New	+$8.16K	﹤0.01%	1507

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mather Group's REZ Position: Q1 2026 in Review

Mather Group opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026: 95 shares worth $7.91K. The stake represents ﹤0.01% of the portfolio and ranks #1507 among its holdings.

156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

Mather Group held 95 shares of iShares Residential and Multisector Real Estate ETF worth $7.91K as of Q1 2026.
iShares Residential and Multisector Real Estate ETF was a new Mather Group position in Q1 2026.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1507 holding.
156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.