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Proficio Capital Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Proficio Capital Partners’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
Q1 		– Sell
-2,670
Closed -$221K – 269
2025
Q4 		$221K Hold
2,670
– – 0.02% 223
2025
Q3 		$227K Hold
2,670
– – 0.02% 206
2025
Q2 		$220K Hold
2,670
– – 0.01% 402
2025
Q1 		$231K Sell
2,670
-9,855
-79% -$822K 0.02% 346
2024
Q4 		$1.01M Buy
+12,525
New +$1.07M 0.08% 104

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Proficio Capital Partners's REZ Position: Q1 2026 in Review

Proficio Capital Partners sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026, closing a stake of 2,670 shares — an estimated $221K sold.

Proficio Capital Partners first reported a position in REZ in Q4 2024 and held it in 5 quarters. The position peaked at $1.01M in Q4 2024. 159 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • Proficio Capital Partners reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Proficio Capital Partners sold 2,670 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $221K.
  • Proficio Capital Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and held it in 5 quarters.
  • Proficio Capital Partners's iShares Residential and Multisector Real Estate ETF position peaked at $1.01M in Q4 2024.
  • 159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.