SS
REZ icon

Sunbelt Securities’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-100
Closed -$8.1K – 2834
2025
Q2 		$8.1K Buy
+100
New +$8.24K ﹤0.01% 1352
2025
Q1 		– Sell
-100
Closed -$8.01K – 1879
2024
Q4 		$8.01K Hold
100
– – ﹤0.01% 1357
2024
Q3 		$8.88K Hold
100
– – ﹤0.01% 1316
2024
Q2 		$7.7K Hold
100
– – ﹤0.01% 1318
2024
Q1 		$7.21K Hold
100
– – ﹤0.01% 1292
2023
Q4 		$7.35K Hold
100
– – ﹤0.01% 1226
2023
Q3 		$6.59K Hold
100
– – ﹤0.01% 1246
2023
Q2 		$7.33K Hold
100
– – ﹤0.01% 1245
2023
Q1 		$6.93K Buy
+100
New +$7.21K ﹤0.01% 1218
2019
Q4 		– Sell
-4,021
Closed -$320K – 637
2019
Q3 		$320K Sell
4,021
-316
-7% -$24.3K 0.04% 403
2019
Q2 		$316K Buy
+4,337
New +$310K 0.14% 190

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
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sunbelt Securities's REZ Position: Q3 2025 in Review

Sunbelt Securities sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2025, closing a stake of 100 shares — an estimated $8.1K sold.

Sunbelt Securities first reported a position in REZ in Q2 2019 and held it in 11 quarters. The position peaked at $320K in Q3 2019. 160 funds tracked by Wall St. Rank hold REZ as of Q3 2025.

  • Sunbelt Securities reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 100 iShares Residential and Multisector Real Estate ETF shares in Q3 2025, an estimated $8.1K.
  • Sunbelt Securities first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2019 and held it in 11 quarters.
  • Sunbelt Securities's iShares Residential and Multisector Real Estate ETF position peaked at $320K in Q3 2019.
  • 160 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.