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

Millennium Management’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
2024 Q2	–	Sell	-4,633	Closed	-$334K	–	6424
2024 Q1	$334K	Buy	+4,633	New	+$327K	﹤0.01%	5066
2016 Q1	–	Sell	-5,433	Closed	-$345K	–	3599
2015 Q4	$345K	Sell	5,433 -1,575	-22%	-$96.3K	﹤0.01%	2840
2015 Q3	$415K	Buy	7,008 +1,777	+34%	+$104K	﹤0.01%	2753
2015 Q2	$293K	Buy	+5,231	New	+$311K	﹤0.01%	2897

Other funds holding REZ

FPTW

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

ECM

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Millennium Management's REZ Position: Q2 2024 in Review

Millennium Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2024, closing a stake of 4,633 shares — an estimated $334K sold.

Millennium Management first reported a position in REZ in Q2 2015 and held it in 4 quarters. The position peaked at $415K in Q3 2015. 134 funds tracked by Wall St. Rank hold REZ as of Q2 2024.

Millennium Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Millennium Management sold 4,633 iShares Residential and Multisector Real Estate ETF shares in Q2 2024, an estimated $334K.
Millennium Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2015 and held it in 4 quarters.
Millennium Management's iShares Residential and Multisector Real Estate ETF position peaked at $415K in Q3 2015.
134 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2024.

Based on Millennium Management's 13F filing for Q2 2024, filed 14 Aug 2024.