SXL
REZ icon

Summit X LLC’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Summit X LLC’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
2024
Q1 		– Sell
-698
Closed -$272K – 212
2023
Q4 		$272K Buy
+698
New +$46.9K 0.08% 152

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Summit X LLC's REZ Position: Q1 2024 in Review

Summit X LLC sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2024, closing a stake of 698 shares — an estimated $272K sold.

Summit X LLC first reported a position in REZ in Q4 2023 and held it in 1 quarter. The position peaked at $272K in Q4 2023. 139 funds tracked by Wall St. Rank hold REZ as of Q1 2024.

  • Summit X LLC reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Summit X LLC sold 698 iShares Residential and Multisector Real Estate ETF shares in Q1 2024, an estimated $272K.
  • Summit X LLC first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Summit X LLC's iShares Residential and Multisector Real Estate ETF position peaked at $272K in Q4 2023.
  • 139 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2024.

Based on Summit X LLC's 13F filing for Q1 2024, filed 8 May 2024.