SeaCrest Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

SeaCrest Wealth 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 Q2	–	Sell	-7,029	Closed	-$585K	–	638
2026 Q1	$585K	Hold	7,029	–	–	0.06%	290
2025 Q4	$582K	Sell	7,029 -551	-7%	-$46.2K	0.06%	285
2025 Q3	$626K	Buy	7,580 +81	+1%	+$6.74K	0.07%	268
2025 Q2	$617K	Buy	7,499 +149	+2%	+$12.3K	0.07%	265
2025 Q1	$635K	Sell	7,350 -1,502	-17%	-$125K	0.07%	265
2024 Q4	$717K	Sell	8,852 -2,784	-24%	-$239K	0.08%	250
2024 Q3	$1.03M	Buy	+11,636	New	+$974K	0.11%	181
2022 Q3	–	Sell	-863	Closed	-$69K	–	1308
2022 Q2	$69K	Buy	+863	New	+$75K	0.01%	996
2019 Q2	–	Sell	-231	Closed	-$16K	–	1555
2019 Q1	$16K	Buy	+231	New	+$15.7K	﹤0.01%	1382

Other funds holding REZ

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

SeaCrest Wealth Management's REZ Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026, closing a stake of 7,029 shares — an estimated $585K sold.

SeaCrest Wealth Management first reported a position in REZ in Q1 2019 and held it in 9 quarters. The position peaked at $1.03M in Q3 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

SeaCrest Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2026 after selling out during the quarter.
SeaCrest Wealth Management sold 7,029 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $585K.
SeaCrest Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2019 and held it in 9 quarters.
SeaCrest Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $1.03M in Q3 2024.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.