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Nachman Norwood & Parrott’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-876
Closed -$53K – 851
2020
Q3 		$53K Buy
+876
New +$53.8K 0.01% 436

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
AAM
Ascension Asset Management New York $191M AUM

Nachman Norwood & Parrott's REZ Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2020, closing a stake of 876 shares — an estimated $53K sold.

Nachman Norwood & Parrott first reported a position in REZ in Q3 2020 and held it in 1 quarter. The position peaked at $53K in Q3 2020. 94 funds tracked by Wall St. Rank hold REZ as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 876 iShares Residential and Multisector Real Estate ETF shares in Q4 2020, an estimated $53K.
  • Nachman Norwood & Parrott first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Residential and Multisector Real Estate ETF position peaked at $53K in Q3 2020.
  • 94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.