Synergy Investment Management’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Synergy Investment Management’s Portfolio HAUZ Stock Details HAUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.38K	Buy	+238	New	+$5.74K	﹤0.01%	572

Other funds holding HAUZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Synergy Investment Management's HAUZ Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Xtrackers International Real Estate ETF (HAUZ) in Q1 2026: 238 shares worth $5.38K. The stake represents ﹤0.01% of the portfolio and ranks #572 among its holdings.

104 funds tracked by Wall St. Rank hold HAUZ as of Q1 2026.

Synergy Investment Management held 238 shares of Xtrackers International Real Estate ETF worth $5.38K as of Q1 2026.
Xtrackers International Real Estate ETF was a new Synergy Investment Management position in Q1 2026.
Xtrackers International Real Estate ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #572 holding.
104 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.