PS
REZ icon

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
2026
Q2 		$212K Buy
+2,243
New +$202K ﹤0.01% 1490
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 $1.89T 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

Principal Securities's REZ Position: Q2 2026 in Review

Principal Securities opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 2,243 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1490 among its holdings. This is a return to the name: Principal Securities previously reported a position in REZ as recently as Q3 2025.

Principal Securities first reported a position in REZ in Q4 2023 and has held it in 9 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Principal Securities held 2,243 shares of iShares Residential and Multisector Real Estate ETF worth $212K as of Q2 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Principal Securities position in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1490 holding.
  • Principal Securities first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and has held it in 9 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.