SA
REZ icon

Strategic Advocates’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Strategic Advocates’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 		$5.08K Hold
61
– – 0.02% 176
2025
Q4 		$5.08K Hold
61
– – ﹤0.01% 427
2025
Q3 		$5.18K Buy
+61
New +$5.08K ﹤0.01% 405

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

Strategic Advocates's REZ Position: Q1 2026 in Review

Strategic Advocates held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q1 2026 at 61 shares worth $5.08K. The position accounts for 0.02% of the portfolio, ranked #176.

Strategic Advocates first reported a position in REZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.18K in Q3 2025. 156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • Strategic Advocates held 61 shares of iShares Residential and Multisector Real Estate ETF worth $5.08K as of Q1 2026.
  • Strategic Advocates left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q1 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.02% of Strategic Advocates's portfolio in Q1 2026, its #176 holding.
  • Strategic Advocates first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Advocates's iShares Residential and Multisector Real Estate ETF position peaked at $5.18K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.