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 – 10597
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 – 10452
2024
Q1 		$3K Buy
+52
New +$3.67K ﹤0.01% 8301
2022
Q2 		– Sell
-110
Closed -$10K – 11627
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 $1.66T AUM 25.57% 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 $4.61B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return