Renaissance Technologies’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Renaissance Technologies’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
2023 Q1	–	Sell	-16,600	Closed	-$1.13M	–	4315
2022 Q4	$1.13M	Buy	+16,600	New	+$1.16M	﹤0.01%	2459
2022 Q2	–	Sell	-9,800	Closed	-$940K	–	4512
2022 Q1	$940K	Buy	9,800 +2,200	+29%	+$204K	﹤0.01%	2769
2021 Q4	$747K	Buy	+7,600	New	+$699K	﹤0.01%	2866

Other funds holding REZ

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

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

FPTW

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies's REZ Position: Q1 2023 in Review

Renaissance Technologies sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2023, closing a stake of 16,600 shares — an estimated $1.13M sold.

Renaissance Technologies first reported a position in REZ in Q4 2021 and held it in 3 quarters. The position peaked at $1.13M in Q4 2022. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2023.

Renaissance Technologies reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2023 after selling out during the quarter.
Renaissance Technologies sold 16,600 iShares Residential and Multisector Real Estate ETF shares in Q1 2023, an estimated $1.13M.
Renaissance Technologies first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2021 and held it in 3 quarters.
Renaissance Technologies's iShares Residential and Multisector Real Estate ETF position peaked at $1.13M in Q4 2022.
139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2023.

Based on Renaissance Technologies's 13F filing for Q1 2023, filed 12 May 2023.