PS
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Principal Securities’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-296
Closed -$25.2K – 3040
2025
Q3 		$25.2K Buy
296
+134
+83% +$11.1K ﹤0.01% 2299
2025
Q2 		$13.3K Sell
162
-177
-52% -$14.6K ﹤0.01% 2504
2025
Q1 		$27.5K Hold
339
– – ﹤0.01% 2036
2024
Q4 		$27.5K Buy
339
+318
+1,514% +$27.2K ﹤0.01% 2032
2024
Q3 		$1.86K Sell
21
-86
-80% -$7.2K ﹤0.01% 2975
2024
Q2 		$8.24K Sell
107
-9
-8% -$657 ﹤0.01% 2476
2024
Q1 		$8.36K Hold
116
– – ﹤0.01% 2426
2023
Q4 		$8.53K Buy
+116
New +$7.79K ﹤0.01% 2327

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $4.61B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return