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Richard W. Paul & Associates’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Richard W. Paul & Associates’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
Q3 		– Sell
-19
Closed -$1.39K – 550
2023
Q2 		$1.39K Buy
+19
New +$1.36K ﹤0.01% 453

Other funds holding REZ

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Richard W. Paul & Associates's REZ Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2023, closing a stake of 19 shares — an estimated $1.39K sold.

Richard W. Paul & Associates first reported a position in REZ in Q2 2023 and held it in 1 quarter. The position peaked at $1.39K in Q2 2023. 137 funds tracked by Wall St. Rank hold REZ as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 19 iShares Residential and Multisector Real Estate ETF shares in Q3 2023, an estimated $1.39K.
  • Richard W. Paul & Associates first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2023 and held it in 1 quarter.
  • Richard W. Paul & Associates's iShares Residential and Multisector Real Estate ETF position peaked at $1.39K in Q2 2023.
  • 137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.