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Steward Partners Investment Advisory’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Steward Partners Investment 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
Q1 		$50K Sell
601
-1,121
-65% -$96.3K ﹤0.01% 2781
2025
Q4 		$142K Buy
1,722
+454
+36% +$38.1K ﹤0.01% 2100
2025
Q3 		$108K Buy
1,268
+330
+35% +$27.5K ﹤0.01% 2191
2025
Q2 		$77.2K Buy
938
+442
+89% +$36.4K ﹤0.01% 2257
2025
Q1 		$42.9K Buy
496
+16
+3% +$1.33K ﹤0.01% 2463
2024
Q4 		$38.9K Hold
480
– – ﹤0.01% 2467
2024
Q3 		$42.6K Hold
480
– – ﹤0.01% 2311
2024
Q2 		$37K Hold
480
– – ﹤0.01% 2248
2024
Q1 		$34.6K Hold
480
– – ﹤0.01% 2278
2023
Q4 		$35.3K Sell
480
-420
-47% -$28.2K ﹤0.01% 2133
2023
Q3 		$59.4K Hold
900
– – ﹤0.01% 1831
2023
Q2 		$65.9K Buy
900
+2
+0.2% +$143 ﹤0.01% 1770
2023
Q1 		$63.4K Sell
898
-25,916
-97% -$1.87M ﹤0.01% 1770
2022
Q4 		$1.83M Buy
26,814
+676
+3% +$47.4K 0.03% 476
2022
Q3 		$1.88M Buy
26,138
+606
+2% +$49.6K 0.04% 449
2022
Q2 		$2.04M Buy
25,532
+546
+2% +$47.5K 0.04% 432
2022
Q1 		$2.4M Buy
24,986
+24,506
+5,105% +$2.27M 0.04% 425
2021
Q4 		$47K Hold
480
– – ﹤0.01% 1952
2021
Q3 		$41K Hold
480
– – ﹤0.01% 1994
2021
Q2 		$40K Hold
480
– – ﹤0.01% 3783
2021
Q1 		$35.5K Hold
480
– – ﹤0.01% 2171
2020
Q4 		$33K Buy
480
+108
+29% +$7.06K ﹤0.01% 1863
2020
Q3 		$23K Buy
+372
New +$22.9K ﹤0.01% 1844
2018
Q4 		– Sell
-250
Closed -$16K – 1839
2018
Q3 		$16K Hold
250
– – ﹤0.01% 1662
2018
Q2 		$16K Buy
+250
New +$14.8K ﹤0.01% 1554

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 $749M AUM 17.97% 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

Steward Partners Investment Advisory's REZ Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 65% in Q1 2026, selling an estimated $96.3K and leaving 601 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #2781.

Steward Partners Investment Advisory first reported a position in REZ in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.4M in Q1 2022. 156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • Steward Partners Investment Advisory held 601 shares of iShares Residential and Multisector Real Estate ETF worth $50K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,121 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $96.3K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2781 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2018 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's iShares Residential and Multisector Real Estate ETF position peaked at $2.4M in Q1 2022.
  • 156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.