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SageView Advisory Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

SageView Advisory Group’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 		– Sell
-77
Closed -$6.39K – 2013
2025
Q4 		$6.39K Buy
+77
New +$6.46K ﹤0.01% 1882
2024
Q2 		– Sell
-32,329
Closed -$5.31M – 716
2024
Q1 		$5.31M Buy
+32,329
New +$2.28M 0.27% 49

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 $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SageView Advisory Group's REZ Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026, closing a stake of 77 shares — an estimated $6.39K sold.

SageView Advisory Group first reported a position in REZ in Q1 2024 and held it in 2 quarters. The position peaked at $5.31M in Q1 2024. 159 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 77 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $6.39K.
  • SageView Advisory Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's iShares Residential and Multisector Real Estate ETF position peaked at $5.31M in Q1 2024.
  • 159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.