Peapack-Gladstone Financial Corp’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Peapack-Gladstone Financial Corp’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	$525K	Hold	5,550	–	–	0.01%	500
2026 Q1	$462K	Hold	5,550	–	–	0.01%	515
2025 Q4	$458K	Hold	5,550	–	–	0.01%	514
2025 Q3	$472K	Buy	5,550 +550	+11%	+$45.8K	0.01%	516
2025 Q2	$412K	Hold	5,000	–	–	0.01%	505
2025 Q1	$432K	Hold	5,000	–	–	0.01%	499
2024 Q4	$405K	Hold	5,000	–	–	0.01%	510
2024 Q3	$444K	Hold	5,000	–	–	0.01%	506
2024 Q2	$385K	Hold	5,000	–	–	0.01%	517
2024 Q1	$360K	Hold	5,000	–	–	0.01%	539
2023 Q4	$368K	Hold	5,000	–	–	0.01%	536
2023 Q3	$330K	Hold	5,000	–	–	0.01%	543
2023 Q2	$366K	Hold	5,000	–	–	0.01%	531
2023 Q1	$353K	Hold	5,000	–	–	0.01%	535
2022 Q4	$342K	Hold	5,000	–	–	0.01%	519
2022 Q3	$359K	Hold	5,000	–	–	0.01%	505
2022 Q2	$400K	Hold	5,000	–	–	0.01%	469
2022 Q1	$480K	Hold	5,000	–	–	0.01%	476
2021 Q4	$491K	Hold	5,000	–	–	0.01%	473
2021 Q3	$428K	Hold	5,000	–	–	0.01%	487
2021 Q2	$417K	Buy	+5,000	New	+$401K	0.01%	456

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

Peapack-Gladstone Financial Corp's REZ Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 5,550 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #500.

Peapack-Gladstone Financial Corp first reported a position in REZ in Q2 2021 and has held it in 21 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Peapack-Gladstone Financial Corp held 5,550 shares of iShares Residential and Multisector Real Estate ETF worth $525K as of Q2 2026.
Peapack-Gladstone Financial Corp left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
iShares Residential and Multisector Real Estate ETF made up 0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #500 holding.
Peapack-Gladstone Financial Corp first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2021 and has held it in 21 quarters since.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.