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Partners Capital Investment Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Partners Capital Investment 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
2026
Q2 		$2.75M Hold
28,990
– – 0.1% 80
2026
Q1 		$2.41M Hold
28,990
– – 0.09% 85
2025
Q4 		$2.4M Hold
28,990
– – 0.09% 87
2025
Q3 		$2.46M Hold
28,990
– – 0.1% 91
2025
Q2 		$2.39M Sell
28,990
-28,990
-50% -$2.39M 0.1% 90
2025
Q1 		$5.01M Buy
57,980
+28,990
+100% +$2.42M 0.08% 96
2024
Q4 		$2.35M Sell
28,990
-28,990
-50% -$2.48M 0.06% 90
2024
Q3 		$5.15M Hold
57,980
– – 0.08% 93
2024
Q2 		$4.45M Buy
57,980
+28,990
+100% +$2.12M 0.08% 103
2024
Q1 		$2.09M Sell
28,990
-28,990
-50% -$2.04M 0.06% 110
2023
Q4 		$4.26M Buy
57,980
+1,166
+2% +$78.4K 0.09% 104
2023
Q3 		$3.75M Buy
56,814
+27,240
+92% +$1.95M 0.09% 106
2023
Q2 		$2.17M Buy
29,574
+14,864
+101% +$1.06M 0.05% 127
2023
Q1 		$1.04M Buy
14,710
+78
+0.5% +$5.63K 0.04% 105
2022
Q4 		$1,000K Buy
14,632
+215
+1% +$15.1K 0.05% 105
2022
Q3 		$1.03M Buy
+14,417
New +$1.18M 0.06% 104

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Partners Capital Investment Group's REZ Position: Q2 2026 in Review

Partners Capital Investment Group held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 28,990 shares worth $2.75M. The position accounts for 0.1% of the portfolio, ranked #80.

Partners Capital Investment Group first reported a position in REZ in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.15M in Q3 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Partners Capital Investment Group held 28,990 shares of iShares Residential and Multisector Real Estate ETF worth $2.75M as of Q2 2026.
  • Partners Capital Investment Group left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.1% of Partners Capital Investment Group's portfolio in Q2 2026, its #80 holding.
  • Partners Capital Investment Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2022 and has held it in 16 quarters since.
  • Partners Capital Investment Group's iShares Residential and Multisector Real Estate ETF position peaked at $5.15M in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.