PWM
REZ icon

Prosperity Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Prosperity Wealth Management’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 		$245K Buy
2,967
+111
+4% +$9.31K 0.08% 213
2025
Q3 		$243K Buy
2,856
+141
+5% +$11.7K 0.08% 209
2025
Q2 		$224K Buy
2,715
+126
+5% +$10.4K 0.08% 211
2025
Q1 		$224K Buy
+2,589
New +$216K 0.11% 186

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 $4.62B 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 $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $377B AUM 19.32% 1-Year Est. Return

Prosperity Wealth Management's REZ Position: Q4 2025 in Review

Prosperity Wealth Management increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 3.9% in Q4 2025, buying an estimated $9.31K and bringing the position to 2,967 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #213.

Prosperity Wealth Management first reported a position in REZ in Q1 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold REZ as of Q4 2025.

  • Prosperity Wealth Management held 2,967 shares of iShares Residential and Multisector Real Estate ETF worth $245K as of Q4 2025.
  • Prosperity Wealth Management bought 111 iShares Residential and Multisector Real Estate ETF shares in Q4 2025, an estimated $9.31K.
  • iShares Residential and Multisector Real Estate ETF made up 0.08% of Prosperity Wealth Management's portfolio in Q4 2025, its #213 holding.
  • Prosperity Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2025 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.