Raymond James Financial
HOMZ icon

Raymond James Financial’s Hoya Capital Housing ETF HOMZ Stock Holding History

Raymond James Financial’s Portfolio HOMZ Stock Details HOMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-27,867
Closed -$1.25M – 7026
2025
Q1 		$1.25M Sell
27,867
-46,746
-63% -$2.14M ﹤0.01% 3320
2024
Q4 		$3.38M Buy
+74,613
New +$3.65M ﹤0.01% 2586

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $194M AUM 21.67% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JGIA
Jackson Grant Investment Advisers Stamford, Connecticut $322M AUM 20.03% 1-Year Est. Return
SJIM
St. Johns Investment Management Jacksonville, Florida $238M AUM 22.04% 1-Year Est. Return

Raymond James Financial's HOMZ Position: Q2 2025 in Review

Raymond James Financial sold out of Hoya Capital Housing ETF (HOMZ) in Q2 2025, closing a stake of 27,867 shares — an estimated $1.25M sold.

Raymond James Financial first reported a position in HOMZ in Q4 2024 and held it in 2 quarters. The position peaked at $3.38M in Q4 2024. 13 funds tracked by Wall St. Rank hold HOMZ as of Q2 2025.

  • Raymond James Financial reported no remaining Hoya Capital Housing ETF position as of Q2 2025 after selling out during the quarter.
  • Raymond James Financial sold 27,867 Hoya Capital Housing ETF shares in Q2 2025, an estimated $1.25M.
  • Raymond James Financial first reported a position in Hoya Capital Housing ETF in Q4 2024 and held it in 2 quarters.
  • Raymond James Financial's Hoya Capital Housing ETF position peaked at $3.38M in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q2 2025.

Based on Raymond James Financial's 13F filing for Q2 2025, filed 14 Aug 2025.