NWM
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Napa Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Napa Wealth 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
2025
Q3 		– Sell
-5,523
Closed -$455K – 171
2025
Q2 		$455K Sell
5,523
-47
-0.8% -$3.87K 0.22% 108
2025
Q1 		$481K Sell
5,570
-471
-8% -$39.3K 0.27% 118
2024
Q4 		$489K Buy
+6,041
New +$518K 0.21% 127

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $162B AUM 16.35% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Napa Wealth Management's REZ Position: Q3 2025 in Review

Napa Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2025, closing a stake of 5,523 shares — an estimated $455K sold.

Napa Wealth Management first reported a position in REZ in Q4 2024 and held it in 3 quarters. The position peaked at $489K in Q4 2024. 160 funds tracked by Wall St. Rank hold REZ as of Q3 2025.

  • Napa Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Napa Wealth Management sold 5,523 iShares Residential and Multisector Real Estate ETF shares in Q3 2025, an estimated $455K.
  • Napa Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and held it in 3 quarters.
  • Napa Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $489K in Q4 2024.
  • 160 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.