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Steve Schonfeld’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Steve Schonfeld’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
Q1 		– Sell
-6,192
Closed -$502K – 2454
2024
Q4 		$502K Buy
+6,192
New +$531K ﹤0.01% 1391

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 $1.89T AUM 35.08% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Steve Schonfeld's REZ Position: Q1 2025 in Review

Steve Schonfeld sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2025, closing a stake of 6,192 shares — an estimated $502K sold.

Steve Schonfeld first reported a position in REZ in Q4 2024 and held it in 1 quarter. The position peaked at $502K in Q4 2024. 166 funds tracked by Wall St. Rank hold REZ as of Q1 2025.

  • Steve Schonfeld reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Steve Schonfeld sold 6,192 iShares Residential and Multisector Real Estate ETF shares in Q1 2025, an estimated $502K.
  • Steve Schonfeld first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • Steve Schonfeld's iShares Residential and Multisector Real Estate ETF position peaked at $502K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2025, filed 15 May 2025.