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Sanctuary Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Sanctuary 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
2026
Q2 		$3.85M Buy
+40,712
New +$3.66M 0.02% 698
2025
Q1 		– Sell
-3,684
Closed -$301K – 2401
2024
Q4 		$301K Buy
+3,684
New +$316K ﹤0.01% 1994

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Sanctuary Advisors's REZ Position: Q2 2026 in Review

Sanctuary Advisors opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 40,712 shares worth $3.85M. The stake represents 0.02% of the portfolio and ranks #698 among its holdings. This is a return to the name: Sanctuary Advisors previously reported a position in REZ as recently as Q4 2024.

Sanctuary Advisors first reported a position in REZ in Q4 2024 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Sanctuary Advisors held 40,712 shares of iShares Residential and Multisector Real Estate ETF worth $3.85M as of Q2 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Sanctuary Advisors position in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #698 holding.
  • Sanctuary Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.