Stifel Financial
REZ icon

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

Stifel Financial’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
Q2 		– Sell
-8,474
Closed -$732K – 3566
2025
Q1 		$732K Buy
+8,474
New +$707K ﹤0.01% 2429
2023
Q1 		– Sell
-29,129
Closed -$1.99M – 3413
2022
Q4 		$1.99M Sell
29,129
-1,363
-4% -$95.5K ﹤0.01% 1526
2022
Q3 		$2.19M Buy
30,492
+1,022
+3% +$83.6K ﹤0.01% 1407
2022
Q2 		$2.36M Sell
29,470
-17,177
-37% -$1.49M ﹤0.01% 1392
2022
Q1 		$4.47M Buy
46,647
+27,362
+142% +$2.54M 0.01% 1116
2021
Q4 		$1.89M Buy
19,285
+8,738
+83% +$804K ﹤0.01% 1657
2021
Q3 		$903K Buy
10,547
+496
+5% +$43.9K ﹤0.01% 2174
2021
Q2 		$838K Buy
+10,051
New +$806K ﹤0.01% 2233
2020
Q2 		– Sell
-4,736
Closed -$261K – 2927
2020
Q1 		$261K Buy
4,736
+645
+16% +$46.4K ﹤0.01% 2274
2019
Q4 		$307K Sell
4,091
-1,003
-20% -$77.8K ﹤0.01% 2526
2019
Q3 		$405K Buy
5,094
+1,722
+51% +$133K ﹤0.01% 2280
2019
Q2 		$245K Sell
3,372
-72
-2% -$5.15K ﹤0.01% 2605
2019
Q1 		$243K Sell
3,444
-200,471
-98% -$13.6M ﹤0.01% 2490
2018
Q4 		$12.7M Sell
203,915
-11,059
-5% -$704K 0.04% 406
2018
Q3 		$13.5M Sell
214,974
-16,728
-7% -$1.07M 0.04% 417
2018
Q2 		$14.6M Sell
231,702
-93,582
-29% -$5.55M 0.04% 405
2018
Q1 		$18.7M Sell
325,284
-88,209
-21% -$5.05M 0.06% 320
2017
Q4 		$25.7M Buy
413,493
+38,962
+10% +$2.47M 0.08% 254
2017
Q3 		$23.8M Sell
374,531
-185,482
-33% -$12M 0.08% 247
2017
Q2 		$36.3M Buy
560,013
+331,090
+145% +$21.5M 0.13% 170
2017
Q1 		$14.3M Buy
228,923
+94,358
+70% +$5.88M 0.06% 339
2016
Q4 		$8.08M Sell
134,565
-140,364
-51% -$8.56M 0.03% 493
2016
Q3 		$18M Buy
274,929
+142,475
+108% +$9.54M 0.08% 264
2016
Q2 		$8.94M Buy
132,454
+128,504
+3,253% +$8.33M 0.04% 397
2016
Q1 		$259K Buy
+3,950
New +$244K ﹤0.01% 1895

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial's REZ Position: Q2 2025 in Review

Stifel Financial sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 8,474 shares — an estimated $732K sold.

Stifel Financial first reported a position in REZ in Q1 2016 and held it in 25 quarters. The position peaked at $36.3M in Q2 2017. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

  • Stifel Financial reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 8,474 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $732K.
  • Stifel Financial first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2016 and held it in 25 quarters.
  • Stifel Financial's iShares Residential and Multisector Real Estate ETF position peaked at $36.3M in Q2 2017.
  • 159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.