RDWM
REZ icon

Red Door Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Red Door Wealth Management’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
2021
Q3 		– Sell
-20
Closed -$1K – 493
2021
Q2 		$1K Buy
+20
New +$1.6K ﹤0.01% 605

Other funds holding REZ

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Red Door Wealth Management's REZ Position: Q3 2021 in Review

Red Door Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2021, closing a stake of 20 shares — an estimated $1K sold.

Red Door Wealth Management first reported a position in REZ in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 134 funds tracked by Wall St. Rank hold REZ as of Q3 2021.

  • Red Door Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 20 iShares Residential and Multisector Real Estate ETF shares in Q3 2021, an estimated $1K.
  • Red Door Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $1K in Q2 2021.
  • 134 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.