Raymond James Financial
REZ icon

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

Raymond James 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 		$10.7M Buy
128,508
+11,295
+10% +$970K ﹤0.01% 1963
2025
Q4 		$9.69M Sell
117,213
-1,276
-1% -$107K ﹤0.01% 1994
2025
Q3 		$10.1M Buy
118,489
+93,745
+379% +$7.8M ﹤0.01% 1915
2025
Q2 		$2.04M Buy
24,744
+1,611
+7% +$133K ﹤0.01% 3069
2025
Q1 		$2M Sell
23,133
-743
-3% -$62K ﹤0.01% 2990
2024
Q4 		$1.93M Buy
+23,876
New +$2.05M ﹤0.01% 2999

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 $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial's REZ Position: Q1 2026 in Review

Raymond James Financial increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 9.6% in Q1 2026, buying an estimated $970K and bringing the position to 128,508 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Raymond James Financial first reported a position in REZ in Q4 2024 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • Raymond James Financial held 128,508 shares of iShares Residential and Multisector Real Estate ETF worth $10.7M as of Q1 2026.
  • Raymond James Financial bought 11,295 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $970K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1963 holding.
  • Raymond James Financial first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 158 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.