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

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

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

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return