Taconic Capital Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Taconic Capital Advisors’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
2023 Q4	–	Sell	-18,000	Closed	-$1.19M	–	156
2023 Q3	$1.19M	Hold	18,000	–	–	0.05%	60
2023 Q2	$1.32M	Hold	18,000	–	–	0.04%	80
2023 Q1	$1.27M	Hold	18,000	–	–	0.06%	111
2022 Q4	$1.23M	Hold	18,000	–	–	0.04%	284
2022 Q3	$1.29M	Hold	18,000	–	–	0.03%	352
2022 Q2	$1.44M	Hold	18,000	–	–	0.04%	356
2022 Q1	$1.73M	Hold	18,000	–	–	0.05%	338
2021 Q4	$1.77M	Hold	18,000	–	–	0.05%	281
2021 Q3	$1.54M	Sell	18,000 -7,000	-28%	-$620K	0.04%	234
2021 Q2	$2.08M	Sell	25,000 -5,000	-17%	-$401K	0.05%	214
2021 Q1	$2.22M	Buy	30,000 +5,000	+20%	+$353K	0.07%	174
2020 Q4	$1.7M	Buy	+25,000	New	+$1.64M	0.07%	129

Other funds holding REZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Taconic Capital Advisors's REZ Position: Q4 2023 in Review

Taconic Capital Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2023, closing a stake of 18,000 shares — an estimated $1.19M sold.

Taconic Capital Advisors first reported a position in REZ in Q4 2020 and held it in 12 quarters. The position peaked at $2.22M in Q1 2021. 137 funds tracked by Wall St. Rank hold REZ as of Q4 2023.

Taconic Capital Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2023 after selling out during the quarter.
Taconic Capital Advisors sold 18,000 iShares Residential and Multisector Real Estate ETF shares in Q4 2023, an estimated $1.19M.
Taconic Capital Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and held it in 12 quarters.
Taconic Capital Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $2.22M in Q1 2021.
137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2023.

Based on Taconic Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.