SIM
REZ icon

Seaview Investment Managers’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Seaview Investment Managers’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 		$437K Buy
4,610
+2,023
+78% +$182K 0.13% 59
2026
Q1 		$215K Hold
2,587
– – 0.08% 69
2025
Q4 		$214K Sell
2,587
-391
-13% -$32.8K 0.08% 69
2025
Q3 		$253K Buy
2,978
+343
+13% +$28.5K 0.09% 70
2025
Q2 		$217K Sell
2,635
-260
-9% -$21.4K 0.05% 123
2025
Q1 		$250K Buy
2,895
+366
+14% +$30.5K 0.06% 106
2024
Q4 		$205K Buy
+2,529
New +$217K 0.06% 97
2023
Q3 		– Sell
-2,840
Closed -$208K – 110
2023
Q2 		$208K Sell
2,840
-708
-20% -$50.6K 0.07% 86
2023
Q1 		$251K Sell
3,548
-21
-0.6% -$1.51K 0.09% 87
2022
Q4 		$244K Sell
3,569
-71
-2% -$4.98K 0.1% 73
2022
Q3 		$262K Sell
3,640
-7,251
-67% -$593K 0.11% 68
2022
Q2 		$872K Buy
10,891
+238
+2% +$20.7K 0.39% 44
2022
Q1 		$1.02M Buy
10,653
+172
+2% +$16K 0.34% 49
2021
Q4 		$1.03M Buy
10,481
+7,853
+299% +$722K 0.36% 49
2021
Q3 		$225K Buy
+2,628
New +$233K 0.11% 83
2021
Q1 		– Sell
-548
Closed -$37K – 137
2020
Q4 		$37K Buy
548
+117
+27% +$7.65K 0.03% 78
2020
Q3 		$26K Buy
+431
New +$26.5K 0.02% 77

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

Seaview Investment Managers's REZ Position: Q2 2026 in Review

Seaview Investment Managers increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 78% in Q2 2026, buying an estimated $182K and bringing the position to 4,610 shares worth $437K. The position accounts for 0.13% of the portfolio, ranked #59.

Seaview Investment Managers first reported a position in REZ in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.03M in Q4 2021. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Seaview Investment Managers held 4,610 shares of iShares Residential and Multisector Real Estate ETF worth $437K as of Q2 2026.
  • Seaview Investment Managers bought 2,023 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $182K.
  • iShares Residential and Multisector Real Estate ETF made up 0.13% of Seaview Investment Managers's portfolio in Q2 2026, its #59 holding.
  • Seaview Investment Managers first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2020 and has held it in 17 quarters since.
  • Seaview Investment Managers's iShares Residential and Multisector Real Estate ETF position peaked at $1.03M in Q4 2021.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.