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

Real Talk Capital’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 Q2	$1.45M	Buy	15,262 +1,892	+14%	+$170K	1.08%	19
2026 Q1	$1.11M	Buy	13,370 +4,854	+57%	+$417K	1.05%	20
2025 Q4	$704K	Buy	8,516 +932	+12%	+$78.1K	0.7%	36
2025 Q3	$644K	Buy	7,584 +926	+14%	+$77K	0.69%	41
2025 Q2	$548K	Sell	6,658 -437	-6%	-$36K	0.66%	42
2025 Q1	$613K	Sell	7,095 -1,566	-18%	-$131K	0.83%	36
2024 Q4	$702K	Buy	+8,661	New	+$742K	0.92%	30

Other funds holding REZ

Morgan Stanley New York $1.89T AUM 35.08% 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 $5.7B AUM 32.06% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Real Talk Capital's REZ Position: Q2 2026 in Review

Real Talk Capital increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 14% in Q2 2026, buying an estimated $170K and bringing the position to 15,262 shares worth $1.45M. The position accounts for 1.08% of the portfolio, ranked #19.

Real Talk Capital first reported a position in REZ in Q4 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Real Talk Capital held 15,262 shares of iShares Residential and Multisector Real Estate ETF worth $1.45M as of Q2 2026.
Real Talk Capital bought 1,892 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $170K.
iShares Residential and Multisector Real Estate ETF made up 1.08% of Real Talk Capital's portfolio in Q2 2026, its #19 holding.
Real Talk Capital first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Real Talk Capital's 13F filing for Q2 2026, filed 14 Aug 2026.