Realta Investment Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Realta Investment Advisors’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	$5.08K	Buy	61 +13	+27%	+$1.12K	﹤0.01%	330
2025 Q4	$3.97K	Buy	48 +29	+153%	+$2.43K	﹤0.01%	323
2025 Q3	$1.61K	Buy	+19	New	+$1.58K	﹤0.01%	316
2023 Q3	–	Sell	-170	Closed	-$12.5K	–	809
2023 Q2	$12.5K	Buy	+170	New	+$12.1K	﹤0.01%	707
2023 Q1	–	Sell	-170	Closed	-$11.6K	–	730
2022 Q4	$11.6K	Hold	170	–	–	﹤0.01%	702
2022 Q3	$12K	Buy	+170	New	+$13.9K	﹤0.01%	674

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Realta Investment Advisors's REZ Position: Q1 2026 in Review

Realta Investment Advisors increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 27% in Q1 2026, buying an estimated $1.12K and bringing the position to 61 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Realta Investment Advisors first reported a position in REZ in Q3 2022 and has held it in 6 quarters since. The position peaked at $12.5K in Q2 2023. 156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

Realta Investment Advisors held 61 shares of iShares Residential and Multisector Real Estate ETF worth $5.08K as of Q1 2026.
Realta Investment Advisors bought 13 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $1.12K.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q1 2026, its #330 holding.
Realta Investment Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2022 and has held it in 6 quarters since.
Realta Investment Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $12.5K in Q2 2023.
156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.