Running Point Capital Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Running Point Capital 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
2023 Q4	–	Sell	-150	Closed	-$9.89K	–	168
2023 Q3	$9.89K	Hold	150	–	–	0.01%	132
2023 Q2	$11K	Hold	150	–	–	0.01%	134
2023 Q1	$10.6K	Hold	150	–	–	0.01%	130
2022 Q4	$10.3K	Buy	150 +4	+3%	+$280	0.01%	192
2022 Q3	$10K	Hold	146	–	–	0.01%	200
2022 Q2	$12K	Hold	146	–	–	0.01%	199
2022 Q1	$14K	Hold	146	–	–	0.01%	196
2021 Q4	$14K	Buy	146 +13	+10%	+$1.2K	0.01%	105
2021 Q3	$11K	Buy	133 +1	+0.8%	+$89	﹤0.01%	149
2021 Q2	$11K	Hold	132	–	–	0.01%	137
2021 Q1	$10K	Hold	132	–	–	0.01%	120
2020 Q4	$9K	Buy	+132	New	+$8.63K	0.01%	114

Other funds holding REZ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

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

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

CPG

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

Running Point Capital Advisors's REZ Position: Q4 2023 in Review

Running Point Capital Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2023, closing a stake of 150 shares — an estimated $9.89K sold.

Running Point Capital Advisors first reported a position in REZ in Q4 2020 and held it in 12 quarters. The position peaked at $14K in Q1 2022. 137 funds tracked by Wall St. Rank hold REZ as of Q4 2023.

Running Point Capital Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Running Point Capital Advisors sold 150 iShares Residential and Multisector Real Estate ETF shares in Q4 2023, an estimated $9.89K.
Running Point Capital Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and held it in 12 quarters.
Running Point Capital Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $14K in Q1 2022.
137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2023.

Based on Running Point Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.