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Montag & Associates’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Montag & Associates’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
2025
Q2 		– Sell
-652
Closed -$56.3K – 1009
2025
Q1 		$56.3K Hold
652
– – ﹤0.01% 593
2024
Q4 		$52.8K Hold
652
– – ﹤0.01% 601
2024
Q3 		$57.9K Buy
+652
New +$54.6K ﹤0.01% 584

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Montag & Associates's REZ Position: Q2 2025 in Review

Montag & Associates sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 652 shares — an estimated $56.3K sold.

Montag & Associates first reported a position in REZ in Q3 2024 and held it in 3 quarters. The position peaked at $57.9K in Q3 2024. 160 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

  • Montag & Associates reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 652 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $56.3K.
  • Montag & Associates first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2024 and held it in 3 quarters.
  • Montag & Associates's iShares Residential and Multisector Real Estate ETF position peaked at $57.9K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.