Partners Capital Investment Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$2.51M | 0.08% | 96 |
|
|
2024
Q4 | $2.35M | Sell |
28,990
-28,990
| -50% | -$2.35M | 0.06% | 90 |
|
|
2024
Q3 | $5.15M | Hold |
57,980
| – | – | 0.08% | 93 |
|
|
2024
Q2 | $4.45M | Buy |
57,980
+28,990
| +100% | +$2.22M | 0.08% | 103 |
|
|
2024
Q1 | $2.09M | Sell |
28,990
-28,990
| -50% | -$2.09M | 0.06% | 110 |
|
|
2023
Q4 | $4.26M | Buy |
57,980
+1,166
| +2% | +$85.7K | 0.09% | 104 |
|
|
2023
Q3 | $3.75M | Buy |
56,814
+27,240
| +92% | +$1.8M | 0.09% | 106 |
|
|
2023
Q2 | $2.17M | Buy |
29,574
+14,864
| +101% | +$1.09M | 0.05% | 127 |
|
|
2023
Q1 | $1.04M | Buy |
14,710
+78
| +0.5% | +$5.51K | 0.04% | 105 |
|
|
2022
Q4 | $1,000K | Buy |
14,632
+215
| +1% | +$14.7K | 0.05% | 105 |
|
|
2022
Q3 | $1.04M | Buy |
+14,417
| New | +$1.04M | 0.06% | 104 |
|