Sincerus Advisory’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Sincerus Advisory’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	$1.78M	Buy	18,764 +384	+2%	+$34.5K	1.21%	24
2026 Q1	$1.53M	Buy	18,380 +884	+5%	+$75.9K	1.16%	27
2025 Q4	$1.45M	Buy	17,496 +2,473	+16%	+$207K	1.16%	25
2025 Q3	$1.28M	Buy	15,023 +1,032	+7%	+$85.9K	1.09%	25
2025 Q2	$1.17M	Sell	13,991 -93	-0.7%	-$7.66K	1.1%	28
2025 Q1	$1.22M	Buy	14,084 +546	+4%	+$45.6K	1.28%	26
2024 Q4	$1.1M	Buy	+13,538	New	+$1.16M	1.18%	29

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

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

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

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