Real Talk Capital
REZ icon

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
Q3 		$1.45M Buy
16,364
+1,102
+7% +$104K 0.94% 23
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin, Parlapiano, Turner & Welch
Franklin, Parlapiano, Turner & Welch Houston, Texas $448M AUM 10.69% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bard Associates
Bard Associates Chicago, Illinois $431M AUM 30.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sovereign Financial Group
Sovereign Financial Group Stamford, Connecticut $703M AUM 21.89% 1-Year Est. Return
Ascension Capital Advisors
Ascension Capital Advisors Houston, Texas $349M AUM 7.84% 1-Year Est. Return

Real Talk Capital's REZ Position: Q3 2026 in Review

Real Talk Capital increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 7.2% in Q3 2026, buying an estimated $104K and bringing the position to 16,364 shares worth $1.45M. The position accounts for 0.94% of the portfolio, ranked #23.

Real Talk Capital first reported a position in REZ in Q4 2024 and has held it in 8 quarters since. 138 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • Real Talk Capital held 16,364 shares of iShares Residential and Multisector Real Estate ETF worth $1.45M as of Q3 2026.
  • Real Talk Capital bought 1,102 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $104K.
  • iShares Residential and Multisector Real Estate ETF made up 0.94% of Real Talk Capital's portfolio in Q3 2026, its #23 holding.
  • Real Talk Capital first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
  • 138 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on Real Talk Capital's 13F filing for Q3 2026, filed 13 Nov 2026.