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Matrix Private Capital Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Matrix Private Capital 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
2021
Q1 		– Sell
-883
Closed -$60K – 247
2020
Q4 		$60K Buy
+883
New +$57.8K 0.04% 189

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Matrix Private Capital Group's REZ Position: Q1 2021 in Review

Matrix Private Capital Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2021, closing a stake of 883 shares — an estimated $60K sold.

Matrix Private Capital Group first reported a position in REZ in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 94 funds tracked by Wall St. Rank hold REZ as of Q1 2021.

  • Matrix Private Capital Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Matrix Private Capital Group sold 883 iShares Residential and Multisector Real Estate ETF shares in Q1 2021, an estimated $60K.
  • Matrix Private Capital Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and held it in 1 quarter.
  • Matrix Private Capital Group's iShares Residential and Multisector Real Estate ETF position peaked at $60K in Q4 2020.
  • 94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2021.

Based on Matrix Private Capital Group's 13F filing for Q1 2021, filed 22 Feb 2022.