Procyon Advisors
REZ icon

Procyon Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Procyon Advisors’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
Q3 		$2.54M Sell
28,753
-4,391
-13% -$415K 0.11% 179
2026
Q2 		$3.14M Sell
33,144
-1,712
-5% -$154K 0.14% 145
2026
Q1 		$2.9M Sell
34,856
-2,160
-6% -$186K 0.14% 142
2025
Q4 		$3.06M Sell
37,016
-2,431
-6% -$204K 0.15% 130
2025
Q3 		$3.35M Sell
39,447
-2,636
-6% -$219K 0.2% 97
2025
Q2 		$3.47M Sell
42,083
-3,258
-7% -$268K 0.32% 65
2025
Q1 		$3.92M Sell
45,341
-10,996
-20% -$917K 0.24% 98
2024
Q4 		$4.56M Sell
56,337
-58,777
-51% -$5.04M 0.29% 78
2024
Q3 		$10.2M Sell
115,114
-2,519
-2% -$211K 0.7% 33
2024
Q2 		$9.06M Sell
117,633
-21,292
-15% -$1.55M 0.67% 37
2024
Q1 		$10M Buy
138,925
+9,526
+7% +$672K 0.78% 25
2023
Q4 		$9.5M Buy
129,399
+8,663
+7% +$582K 0.81% 24
2023
Q3 		$7.96M Buy
+120,736
New +$8.63M 0.82% 27

Other funds holding REZ

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Kure Advisory
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
Winter & Associates
Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Sincerus Advisory
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
M Wealth Management LLC
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Procyon Advisors's REZ Position: Q3 2026 in Review

Procyon Advisors reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 13% in Q3 2026, selling an estimated $415K and leaving 28,753 shares worth $2.54M. The position accounts for 0.11% of the portfolio, ranked #179.

Procyon Advisors first reported a position in REZ in Q3 2023 and has held it in 13 quarters since. The position peaked at $10.2M in Q3 2024. 41 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • Procyon Advisors held 28,753 shares of iShares Residential and Multisector Real Estate ETF worth $2.54M as of Q3 2026.
  • Procyon Advisors sold 4,391 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $415K.
  • iShares Residential and Multisector Real Estate ETF made up 0.11% of Procyon Advisors's portfolio in Q3 2026, its #179 holding.
  • Procyon Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2023 and has held it in 13 quarters since.
  • Procyon Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $10.2M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.