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

Prosperitas 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 Q1	–	Sell	-13,023	Closed	-$1.08M	–	97
2025 Q4	$1.08M	Sell	13,023 -11,971	-48%	-$1M	0.42%	41
2025 Q3	$2.12M	Buy	24,994 +564	+2%	+$46.9K	0.88%	33
2025 Q2	$2.01M	Buy	24,430 +209	+0.9%	+$17.2K	0.95%	33
2025 Q1	$2.09M	Buy	24,221 +3,981	+20%	+$332K	1.08%	33
2024 Q4	$1.64M	Buy	20,240 +881	+5%	+$75.5K	0.83%	34
2024 Q3	$1.72M	Buy	+19,359	New	+$1.62M	0.93%	36

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prosperitas Financial's REZ Position: Q1 2026 in Review

Prosperitas Financial sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026, closing a stake of 13,023 shares — an estimated $1.08M sold.

Prosperitas Financial first reported a position in REZ in Q3 2024 and held it in 6 quarters. The position peaked at $2.12M in Q3 2025. 158 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

Prosperitas Financial reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Prosperitas Financial sold 13,023 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $1.08M.
Prosperitas Financial first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2024 and held it in 6 quarters.
Prosperitas Financial's iShares Residential and Multisector Real Estate ETF position peaked at $2.12M in Q3 2025.
158 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.