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Steelhead Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Steelhead Wealth Management’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
Q1 		$733K Buy
+8,814
New +$757K 0.37% 45

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steelhead Wealth Management's REZ Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026: 8,814 shares worth $733K. The stake represents 0.37% of the portfolio and ranks #45 among its holdings.

158 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • Steelhead Wealth Management held 8,814 shares of iShares Residential and Multisector Real Estate ETF worth $733K as of Q1 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Steelhead Wealth Management position in Q1 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.37% of Steelhead Wealth Management's portfolio in Q1 2026, its #45 holding.
  • 158 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.