SAM
REZ icon

Synergy Asset Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-235
Closed -$20.9K – 672
2024
Q4 		$20.9K Buy
+235
New +$20.1K ﹤0.01% 360

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
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Synergy Asset Management's REZ Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2025, closing a stake of 235 shares — an estimated $20.9K sold.

Synergy Asset Management first reported a position in REZ in Q4 2024 and held it in 1 quarter. The position peaked at $20.9K in Q4 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 235 iShares Residential and Multisector Real Estate ETF shares in Q1 2025, an estimated $20.9K.
  • Synergy Asset Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares Residential and Multisector Real Estate ETF position peaked at $20.9K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.