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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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