NFH
REZ icon

NEXT Financial Holdings’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$38K Buy
+533
New +$36.1K 0.01% 805

Other funds holding REZ

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Derby & Company Newton, Massachusetts $495M AUM 23.75% 1-Year Est. Return

NEXT Financial Holdings's REZ Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2019: 533 shares worth $38K. The stake represents 0.01% of the portfolio and ranks #805 among its holdings.

84 funds tracked by Wall St. Rank hold REZ as of Q1 2019.

  • NEXT Financial Holdings held 533 shares of iShares Residential and Multisector Real Estate ETF worth $38K as of Q1 2019.
  • iShares Residential and Multisector Real Estate ETF was a new NEXT Financial Holdings position in Q1 2019.
  • iShares Residential and Multisector Real Estate ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #805 holding.
  • 84 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.