&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 Q2	$259K	Sell	2,739 -391	-12%	-$35.1K	﹤0.01%	2217
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

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

&Partners's REZ Position: Q2 2026 in Review

&Partners reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 12% in Q2 2026, selling an estimated $35.1K and leaving 2,739 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

&Partners first reported a position in REZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $296K in Q1 2025. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

&Partners held 2,739 shares of iShares Residential and Multisector Real Estate ETF worth $259K as of Q2 2026.
&Partners sold 391 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $35.1K.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2217 holding.
&Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
&Partners's iShares Residential and Multisector Real Estate ETF position peaked at $296K in Q1 2025.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.