Morgan Stanley’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Morgan Stanley’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 Q2	$47M	Buy	496,441 +2,609	+0.5%	+$235K	﹤0.01%	2292
2026 Q1	$41.1M	Sell	493,832 -15,205	-3%	-$1.31M	﹤0.01%	2302
2025 Q4	$42.1M	Buy	509,037 +17,187	+3%	+$1.44M	﹤0.01%	2250
2025 Q3	$41.8M	Sell	491,850 -37,217	-7%	-$3.1M	﹤0.01%	2171
2025 Q2	$43.6M	Buy	529,067 +60,743	+13%	+$5.01M	﹤0.01%	2052
2025 Q1	$40.5M	Buy	468,324 +77,466	+20%	+$6.46M	﹤0.01%	2005
2024 Q4	$31.7M	Buy	390,858 +13,960	+4%	+$1.2M	﹤0.01%	2284
2024 Q3	$33.5M	Buy	376,898 +63,023	+20%	+$5.27M	﹤0.01%	2259
2024 Q2	$24.2M	Sell	313,875 -48,593	-13%	-$3.55M	﹤0.01%	2450
2024 Q1	$26.1M	Sell	362,468 -2,166	-0.6%	-$153K	﹤0.01%	2405
2023 Q4	$26.8M	Sell	364,634 -35,085	-9%	-$2.36M	﹤0.01%	2373
2023 Q3	$26.4M	Sell	399,719 -14,755	-4%	-$1.05M	﹤0.01%	2168
2023 Q2	$30.4M	Buy	414,474 +7,363	+2%	+$526K	﹤0.01%	2050
2023 Q1	$28.8M	Sell	407,111 -19,121	-4%	-$1.38M	﹤0.01%	2051
2022 Q4	$29.1M	Sell	426,232 -56,337	-12%	-$3.95M	﹤0.01%	1971
2022 Q3	$34.7M	Sell	482,569 -1,382	-0.3%	-$113K	﹤0.01%	1619
2022 Q2	$38.7M	Buy	483,951 +6,776	+1%	+$589K	0.01%	1595
2022 Q1	$45.8M	Buy	477,175 +166,767	+54%	+$15.5M	0.01%	1361
2021 Q4	$30.5M	Buy	310,408 +153,345	+98%	+$14.1M	﹤0.01%	1731
2021 Q3	$13.4M	Buy	157,063 +47,594	+43%	+$4.22M	﹤0.01%	2557
2021 Q2	$9.12M	Buy	109,469 +31,161	+40%	+$2.5M	﹤0.01%	3098
2021 Q1	$5.79M	Buy	78,308 +742	+1%	+$52.4K	﹤0.01%	3254
2020 Q4	$5.26M	Sell	77,566 -30,264	-28%	-$1.98M	﹤0.01%	3201
2020 Q3	$6.57M	Sell	107,830 -7,416	-6%	-$456K	﹤0.01%	2444
2020 Q2	$6.92M	Sell	115,246 -67,275	-37%	-$3.95M	﹤0.01%	2329
2020 Q1	$10.1M	Buy	182,521 +26,419	+17%	+$1.9M	﹤0.01%	1769
2019 Q4	$11.8M	Buy	156,102 +79,747	+104%	+$6.18M	﹤0.01%	2236
2019 Q3	$6.07M	Buy	76,355 +7,325	+11%	+$564K	﹤0.01%	2656
2019 Q2	$5.03M	Sell	69,030 -6,079	-8%	-$435K	﹤0.01%	2911
2019 Q1	$5.31M	Buy	75,109 +18,758	+33%	+$1.27M	﹤0.01%	2647
2018 Q4	$3.51M	Buy	56,351 +16,056	+40%	+$1.02M	﹤0.01%	3284
2018 Q3	$2.53M	Buy	40,295 +3,188	+9%	+$203K	﹤0.01%	3813
2018 Q2	$2.34M	Sell	37,107 -7,112	-16%	-$422K	﹤0.01%	3923
2018 Q1	$2.55M	Sell	44,219 -142,062	-76%	-$8.13M	﹤0.01%	3747
2017 Q4	$11.6M	Sell	186,281 -2,187	-1%	-$139K	﹤0.01%	2252
2017 Q3	$12M	Buy	188,468 +70,888	+60%	+$4.58M	﹤0.01%	2092
2017 Q2	$7.65M	Buy	117,580 +48,184	+69%	+$3.12M	﹤0.01%	2432
2017 Q1	$4.38M	Sell	69,396 -12,337	-15%	-$769K	﹤0.01%	2985
2016 Q4	$5.07M	Sell	81,733 -165,414	-67%	-$10.1M	﹤0.01%	2976
2016 Q3	$16.2M	Buy	247,147 +96,182	+64%	+$6.44M	0.01%	1619
2016 Q2	$10.2M	Sell	150,965 -20,829	-12%	-$1.35M	﹤0.01%	1965
2016 Q1	$11.3M	Buy	171,794 +77,503	+82%	+$4.79M	﹤0.01%	1758
2015 Q4	$5.98M	Buy	94,291 +39,503	+72%	+$2.42M	﹤0.01%	2490
2015 Q3	$3.25M	Buy	54,788 +18,184	+50%	+$1.07M	﹤0.01%	3046
2015 Q2	$2.05M	Sell	36,604 -59,344	-62%	-$3.52M	﹤0.01%	3605
2015 Q1	$5.96M	Buy	95,948 +14,995	+19%	+$936K	﹤0.01%	2593
2014 Q4	$4.77M	Sell	80,953 -1,787	-2%	-$102K	﹤0.01%	2770
2014 Q3	$4.23M	Sell	82,740 -7,307	-8%	-$394K	﹤0.01%	2769
2014 Q2	$4.8M	Buy	90,047 +22,657	+34%	+$1.19M	﹤0.01%	2702
2014 Q1	$3.37M	Sell	67,390 -26,035	-28%	-$1.26M	﹤0.01%	2963
2013 Q4	$4.21M	Sell	93,425 -892	-0.9%	-$42.5K	﹤0.01%	2730
2013 Q3	$4.53M	Buy	94,317 +7,855	+9%	+$389K	﹤0.01%	2521
2013 Q2	$4.42M	Buy	+86,462	New	+$4.59M	﹤0.01%	2448

Other funds holding REZ

FPTW

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley's REZ Position: Q2 2026 in Review

Morgan Stanley increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.53% in Q2 2026, buying an estimated $235K and bringing the position to 496,441 shares worth $47M. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

Morgan Stanley first reported a position in REZ in Q2 2013 and has held it in 53 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Morgan Stanley held 496,441 shares of iShares Residential and Multisector Real Estate ETF worth $47M as of Q2 2026.
Morgan Stanley bought 2,609 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $235K.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2292 holding.
Morgan Stanley first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.