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

&Partners’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 Q1	$260K	Sell	3,130 -133	-4%	-$11.4K	﹤0.01%	2081
2025 Q4	$270K	Sell	3,263 -193	-6%	-$16.2K	﹤0.01%	1975
2025 Q3	$294K	Buy	3,456 +3	+0.1%	+$250	﹤0.01%	1767
2025 Q2	$284K	Buy	3,453 +4	+0.1%	+$330	﹤0.01%	1649
2025 Q1	$296K	Buy	3,449 +396	+13%	+$33K	﹤0.01%	1418
2024 Q4	$248K	Buy	+3,053	New	+$262K	﹤0.01%	1434

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

&Partners's REZ Position: Q1 2026 in Review

&Partners reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 4.1% in Q1 2026, selling an estimated $11.4K and leaving 3,130 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

&Partners first reported a position in REZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $296K in Q1 2025. 156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

&Partners held 3,130 shares of iShares Residential and Multisector Real Estate ETF worth $260K as of Q1 2026.
&Partners sold 133 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $11.4K.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2081 holding.
&Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
&Partners's iShares Residential and Multisector Real Estate ETF position peaked at $296K in Q1 2025.
156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.