PGF
REZ icon

Plan Group Financial’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Plan Group Financial’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 		$7.03M Buy
74,274
+5,785
+8% +$520K 1.45% 18
2026
Q1 		$5.7M Buy
68,489
+1,605
+2% +$138K 1.34% 20
2025
Q4 		$5.53M Sell
66,884
-484
-0.7% -$40.6K 1.43% 16
2025
Q3 		$5.72M Buy
67,368
+1,266
+2% +$105K 1.54% 14
2025
Q2 		$5.44M Sell
66,102
-4,062
-6% -$335K 1.79% 11
2025
Q1 		$6.06M Buy
70,164
+20,512
+41% +$1.71M 2.16% 9
2024
Q4 		$4.02M Buy
49,652
+100
+0.2% +$8.57K 2.12% 17
2024
Q3 		$4.4M Buy
49,552
+2,485
+5% +$208K 2.32% 16
2024
Q2 		$3.62M Buy
47,067
+3,135
+7% +$229K 2.22% 16
2024
Q1 		$3.17M Buy
43,932
+6,260
+17% +$441K 2.08% 17
2023
Q4 		$2.77M Sell
37,672
-11,955
-24% -$803K 2.43% 17
2023
Q3 		$3.27M Buy
49,627
+30,921
+165% +$2.21M 2.36% 16
2023
Q2 		$1.37M Buy
+18,706
New +$1.34M 1.14% 23

Other funds holding REZ

Morgan Stanley
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Plan Group Financial's REZ Position: Q2 2026 in Review

Plan Group Financial increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 8.4% in Q2 2026, buying an estimated $520K and bringing the position to 74,274 shares worth $7.03M. The position accounts for 1.45% of the portfolio, ranked #18.

Plan Group Financial first reported a position in REZ in Q2 2023 and has held it in 13 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Plan Group Financial held 74,274 shares of iShares Residential and Multisector Real Estate ETF worth $7.03M as of Q2 2026.
  • Plan Group Financial bought 5,785 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $520K.
  • iShares Residential and Multisector Real Estate ETF made up 1.45% of Plan Group Financial's portfolio in Q2 2026, its #18 holding.
  • Plan Group Financial first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.