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

Strategic Wealth Partners’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 		$22.4K Hold
269
– – ﹤0.01% 679
2025
Q4 		$22.3K Buy
269
+1
+0.4% +$84 ﹤0.01% 677
2025
Q3 		$22.8K Buy
268
+1
+0.4% +$83 ﹤0.01% 701
2025
Q2 		$22K Buy
+267
New +$22K ﹤0.01% 632
2022
Q2 		– Sell
-49,323
Closed -$4.73M – 275
2022
Q1 		$4.73M Buy
+49,323
New +$4.57M 0.92% 24

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 $4.62B AUM 25.58% 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 $1.83B AUM 18.24% 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 Wealth Partners's REZ Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q1 2026 at 269 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Strategic Wealth Partners first reported a position in REZ in Q1 2022 and has held it in 5 quarters since. The position peaked at $4.73M in Q1 2022. 156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • Strategic Wealth Partners held 269 shares of iShares Residential and Multisector Real Estate ETF worth $22.4K as of Q1 2026.
  • Strategic Wealth Partners left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q1 2026.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #679 holding.
  • Strategic Wealth Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2022 and has held it in 5 quarters since.
  • Strategic Wealth Partners's iShares Residential and Multisector Real Estate ETF position peaked at $4.73M in Q1 2022.
  • 156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.