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Shufro Rose & Co’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Shufro Rose & Co’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
2025
Q4 		– Sell
-3,000
Closed -$259K – 339
2025
Q3 		$259K Hold
3,000
– – 0.02% 254
2025
Q2 		$259K Hold
3,000
– – 0.02% 252
2025
Q1 		$259K Hold
3,000
– – 0.02% 256
2024
Q4 		$243K Hold
3,000
– – 0.02% 251
2024
Q3 		$231K Hold
3,000
– – 0.02% 268
2024
Q2 		$231K Hold
3,000
– – 0.02% 268
2024
Q1 		$216K Buy
+3,000
New +$212K 0.02% 270
2023
Q3 		– Sell
-3,000
Closed -$220K – 322
2023
Q2 		$220K Hold
3,000
– – 0.02% 266
2023
Q1 		$212K Hold
3,000
– – 0.02% 269
2022
Q4 		$205K Hold
3,000
– – 0.02% 286
2022
Q3 		$215K Hold
3,000
– – 0.02% 268
2022
Q2 		$240K Hold
3,000
– – 0.02% 256
2022
Q1 		$288K Hold
3,000
– – 0.02% 235
2021
Q4 		$295K Hold
3,000
– – 0.02% 230
2021
Q3 		$257K Sell
3,000
-1,100
-27% -$97.4K 0.02% 238
2021
Q2 		$342K Hold
4,100
– – 0.03% 207
2021
Q1 		$303K Hold
4,100
– – 0.02% 218
2020
Q4 		$278K Hold
4,100
– – 0.02% 220
2020
Q3 		$250K Hold
4,100
– – 0.02% 223
2020
Q2 		$246K Buy
+4,100
New +$241K 0.02% 218

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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Shufro Rose & Co's REZ Position: Q4 2025 in Review

Shufro Rose & Co sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2025, closing a stake of 3,000 shares — an estimated $259K sold.

Shufro Rose & Co first reported a position in REZ in Q2 2020 and held it in 20 quarters. The position peaked at $342K in Q2 2021. 163 funds tracked by Wall St. Rank hold REZ as of Q4 2025.

  • Shufro Rose & Co reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Shufro Rose & Co sold 3,000 iShares Residential and Multisector Real Estate ETF shares in Q4 2025, an estimated $259K.
  • Shufro Rose & Co first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2020 and held it in 20 quarters.
  • Shufro Rose & Co's iShares Residential and Multisector Real Estate ETF position peaked at $342K in Q2 2021.
  • 163 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2025.

Based on Shufro Rose & Co's 13F filing for Q4 2025, filed 9 Feb 2026.