Sincerus Advisory
REZ icon

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
Q3 		$1.79M Buy
20,286
+1,522
+8% +$144K 1.17% 25
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

Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Kure Advisory
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
M Wealth Management LLC
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Burns Matteson Capital Management
Burns Matteson Capital Management Corning, New York $289M AUM 39.67% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Sincerus Advisory's REZ Position: Q3 2026 in Review

Sincerus Advisory increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 8.1% in Q3 2026, buying an estimated $144K and bringing the position to 20,286 shares worth $1.79M. The position accounts for 1.17% of the portfolio, ranked #25.

Sincerus Advisory first reported a position in REZ in Q4 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • Sincerus Advisory held 20,286 shares of iShares Residential and Multisector Real Estate ETF worth $1.79M as of Q3 2026.
  • Sincerus Advisory bought 1,522 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $144K.
  • iShares Residential and Multisector Real Estate ETF made up 1.17% of Sincerus Advisory's portfolio in Q3 2026, its #25 holding.
  • Sincerus Advisory first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.