SFG
REZ icon

Sovereign Financial Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Sovereign Financial Group’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 		$6.88M Buy
72,683
+3,979
+6% +$358K 1.05% 21
2026
Q1 		$5.72M Buy
68,704
+12,423
+22% +$1.07M 0.99% 22
2025
Q4 		$4.65M Buy
56,281
+3,512
+7% +$294K 0.8% 25
2025
Q3 		$4.48M Buy
52,769
+3,553
+7% +$296K 0.84% 24
2025
Q2 		$4.05M Buy
49,216
+1,066
+2% +$87.8K 0.84% 24
2025
Q1 		$4.16M Buy
48,150
+4,617
+11% +$385K 0.96% 22
2024
Q4 		$3.53M Buy
43,533
+145
+0.3% +$12.4K 0.81% 23
2024
Q3 		$3.85M Buy
43,388
+3,871
+10% +$324K 0.9% 24
2024
Q2 		$3.04M Buy
39,517
+6,651
+20% +$485K 0.76% 27
2024
Q1 		$2.37M Buy
32,866
+2,833
+9% +$200K 0.63% 29
2023
Q4 		$2.21M Buy
30,033
+4,708
+19% +$316K 0.67% 27
2023
Q3 		$1.67M Buy
25,325
+3,236
+15% +$231K 0.59% 32
2023
Q2 		$1.62M Buy
22,089
+2,342
+12% +$167K 0.53% 43
2023
Q1 		$1.39M Buy
19,747
+3,232
+20% +$233K 0.52% 47
2022
Q4 		$1.13M Sell
16,515
-2,054
-11% -$144K 0.44% 60
2022
Q3 		$1.33M Buy
18,569
+5,115
+38% +$418K 0.54% 47
2022
Q2 		$1.08M Buy
13,454
+1,770
+15% +$154K 0.42% 59
2022
Q1 		$1.12M Buy
11,684
+4,446
+61% +$412K 0.42% 66
2021
Q4 		$711K Sell
7,238
-248
-3% -$22.8K 0.29% 92
2021
Q3 		$641K Buy
+7,486
New +$663K 0.37% 63

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
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Sovereign Financial Group's REZ Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 5.8% in Q2 2026, buying an estimated $358K and bringing the position to 72,683 shares worth $6.88M. The position accounts for 1.05% of the portfolio, ranked #21.

Sovereign Financial Group first reported a position in REZ in Q3 2021 and has held it in 20 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Sovereign Financial Group held 72,683 shares of iShares Residential and Multisector Real Estate ETF worth $6.88M as of Q2 2026.
  • Sovereign Financial Group bought 3,979 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $358K.
  • iShares Residential and Multisector Real Estate ETF made up 1.05% of Sovereign Financial Group's portfolio in Q2 2026, its #21 holding.
  • Sovereign Financial Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and has held it in 20 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.