Simplex Trading
REZ icon

Simplex Trading’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Simplex Trading’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
-326
Closed -$27K – 9820
2025
Q3 		$27K Buy
326
+108
+50% +$8.98K ﹤0.01% 7083
2025
Q2 		$17K Buy
+218
New +$18K ﹤0.01% 6917
2024
Q2 		– Sell
-52
Closed -$3K – 9635
2024
Q1 		$3K Buy
+52
New +$3.67K ﹤0.01% 8301
2022
Q2 		– Sell
-110
Closed -$10K – 10897
2022
Q1 		$10K Buy
110
+62
+129% +$5.75K ﹤0.01% 8889
2021
Q4 		$4K Sell
48
-1,576
-97% -$145K ﹤0.01% 9707
2021
Q3 		$136K Hold
1,624
– – ﹤0.01% 6182
2021
Q2 		$135K Buy
+1,624
New +$130K ﹤0.01% 6300

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

Simplex Trading's REZ Position: Q4 2025 in Review

Simplex Trading sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2025, closing a stake of 326 shares — an estimated $27K sold.

Simplex Trading first reported a position in REZ in Q2 2021 and held it in 7 quarters. The position peaked at $136K in Q3 2021. 163 funds tracked by Wall St. Rank hold REZ as of Q4 2025.

  • Simplex Trading reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 326 iShares Residential and Multisector Real Estate ETF shares in Q4 2025, an estimated $27K.
  • Simplex Trading first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2021 and held it in 7 quarters.
  • Simplex Trading's iShares Residential and Multisector Real Estate ETF position peaked at $136K in Q3 2021.
  • 163 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.