Mather Group
REZ icon

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
Q3 		– Sell
-13
Closed -$1.23K – 2302
2026
Q2 		$1.23K Sell
13
-82
-86% -$7.37K ﹤0.01% 1779
2026
Q1 		$7.9K Buy
+95
New +$8.16K ﹤0.01% 1507

Other funds holding REZ

Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Kure Advisory
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Sincerus Advisory
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
M Wealth Management LLC
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Burns Matteson Capital Management
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return

Mather Group's REZ Position: Q3 2026 in Review

Mather Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2026, closing a stake of 13 shares — an estimated $1.23K sold.

Mather Group first reported a position in REZ in Q1 2026 and held it in 2 quarters. The position peaked at $7.9K in Q1 2026. 36 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • Mather Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2026 after selling out during the quarter.
  • Mather Group sold 13 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $1.23K.
  • Mather Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2026 and held it in 2 quarters.
  • Mather Group's iShares Residential and Multisector Real Estate ETF position peaked at $7.9K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.