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Pathstone Family Office’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Pathstone Family Office’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
2020
Q3 		– Sell
-1,500
Closed -$90K – 957
2020
Q2 		$90K Sell
1,500
-3,000
-67% -$176K 0.01% 240
2020
Q1 		$248K Buy
+4,500
New +$324K 0.04% 149

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Pathstone Family Office's REZ Position: Q3 2020 in Review

Pathstone Family Office sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2020, closing a stake of 1,500 shares — an estimated $90K sold.

Pathstone Family Office first reported a position in REZ in Q1 2020 and held it in 2 quarters. The position peaked at $248K in Q1 2020. 86 funds tracked by Wall St. Rank hold REZ as of Q3 2020.

  • Pathstone Family Office reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Pathstone Family Office sold 1,500 iShares Residential and Multisector Real Estate ETF shares in Q3 2020, an estimated $90K.
  • Pathstone Family Office first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2020 and held it in 2 quarters.
  • Pathstone Family Office's iShares Residential and Multisector Real Estate ETF position peaked at $248K in Q1 2020.
  • 86 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2020.

Based on Pathstone Family Office's 13F filing for Q3 2020, filed 12 Nov 2020.