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Oppenheimer & Co’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Oppenheimer & Co’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
Q2 		– Sell
-2,384
Closed -$206K – 1680
2025
Q1 		$206K Buy
+2,384
New +$199K ﹤0.01% 1448

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oppenheimer & Co's REZ Position: Q2 2025 in Review

Oppenheimer & Co sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 2,384 shares — an estimated $206K sold.

Oppenheimer & Co first reported a position in REZ in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

  • Oppenheimer & Co reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 2,384 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $206K.
  • Oppenheimer & Co first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • Oppenheimer & Co's iShares Residential and Multisector Real Estate ETF position peaked at $206K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Oppenheimer & Co's 13F filing for Q2 2025, filed 31 Jul 2025.