Rockefeller Capital Management
REZ icon

Rockefeller Capital Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Rockefeller Capital 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
2026
Q1 		$829K Buy
9,956
+95
+1% +$8.16K ﹤0.01% 1704
2025
Q4 		$815K Buy
9,861
+815
+9% +$68.3K ﹤0.01% 1642
2025
Q3 		$769K Buy
+9,046
New +$753K ﹤0.01% 1551
2023
Q1 		– Sell
-504
Closed -$34K – 3486
2022
Q4 		$34K Buy
504
+104
+26% +$7.29K ﹤0.01% 2568
2022
Q3 		$28K Sell
400
-1,810
-82% -$148K ﹤0.01% 2625
2022
Q2 		$176K Sell
2,210
-8,459
-79% -$735K ﹤0.01% 1687
2022
Q1 		$1.02M Buy
10,669
+8,469
+385% +$785K ﹤0.01% 1041
2021
Q4 		$216K Buy
+2,200
New +$202K ﹤0.01% 1616

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management's REZ Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.96% in Q1 2026, buying an estimated $8.16K and bringing the position to 9,956 shares worth $829K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Rockefeller Capital Management first reported a position in REZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.02M in Q1 2022. 156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • Rockefeller Capital Management held 9,956 shares of iShares Residential and Multisector Real Estate ETF worth $829K as of Q1 2026.
  • Rockefeller Capital Management bought 95 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $8.16K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1704 holding.
  • Rockefeller Capital Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2021 and has held it in 8 quarters since.
  • Rockefeller Capital Management's iShares Residential and Multisector Real Estate ETF position peaked at $1.02M in Q1 2022.
  • 156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.