NFG
REZ icon

Nadler Financial Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Nadler Financial 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
2017
Q2 		– Sell
-5,280
Closed -$333K – 81
2017
Q1 		$333K Hold
5,280
– – 0.12% 57
2016
Q4 		$327K Sell
5,280
-995
-16% -$60.7K 0.12% 62
2016
Q3 		$411K Sell
6,275
-100
-2% -$6.69K 0.16% 48
2016
Q2 		$430K Buy
6,375
+45
+0.7% +$2.92K 0.18% 48
2016
Q1 		$418K Hold
6,330
– – 0.18% 51
2015
Q4 		$402K Hold
6,330
– – 0.18% 49
2015
Q3 		$375K Sell
6,330
-950
-13% -$55.8K 0.19% 51
2015
Q2 		$408K Sell
7,280
-500
-6% -$29.7K 0.19% 47
2015
Q1 		$484K Hold
7,780
– – 0.23% 40
2014
Q4 		$458K Buy
7,780
+650
+9% +$37K 0.24% 44
2014
Q3 		$365K Buy
7,130
+1,050
+17% +$56.6K 0.22% 47
2014
Q2 		$324K Sell
6,080
-1,800
-23% -$94.5K 0.2% 44
2014
Q1 		$394K Hold
7,880
– – 0.26% 41
2013
Q4 		$355K Sell
7,880
-11,357
-59% -$541K 0.23% 48
2013
Q3 		$923K Sell
19,237
-894
-4% -$44.3K 0.67% 23
2013
Q2 		$1.03M Buy
+20,131
New +$1.07M 0.73% 21

Other funds holding REZ

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nadler Financial Group's REZ Position: Q2 2017 in Review

Nadler Financial Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2017, closing a stake of 5,280 shares — an estimated $333K sold.

Nadler Financial Group first reported a position in REZ in Q2 2013 and held it in 16 quarters. The position peaked at $1.03M in Q2 2013. 65 funds tracked by Wall St. Rank hold REZ as of Q2 2017.

  • Nadler Financial Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Nadler Financial Group sold 5,280 iShares Residential and Multisector Real Estate ETF shares in Q2 2017, an estimated $333K.
  • Nadler Financial Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2013 and held it in 16 quarters.
  • Nadler Financial Group's iShares Residential and Multisector Real Estate ETF position peaked at $1.03M in Q2 2013.
  • 65 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2017.

Based on Nadler Financial Group's 13F filing for Q2 2017, filed 13 Jul 2017.