Thrivent Financial for Lutherans
REZ icon

Thrivent Financial for Lutherans’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Thrivent Financial for Lutherans’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
2026
Q2 		$1.29M Buy
13,622
+31
+0.2% +$2.79K ﹤0.01% 1842
2026
Q1 		$1.13M Buy
13,591
+267
+2% +$22.9K ﹤0.01% 1821
2025
Q4 		$1.1M Buy
13,324
+408
+3% +$34.2K ﹤0.01% 1869
2025
Q3 		$1.1M Buy
12,916
+258
+2% +$21.5K ﹤0.01% 1731
2025
Q2 		$1.04M Buy
12,658
+122
+1% +$10.1K ﹤0.01% 1758
2025
Q1 		$1.08M Buy
+12,536
New +$1.05M ﹤0.01% 1658
2023
Q4 		– Sell
-7,100
Closed -$468K – 2534
2023
Q3 		$468K Hold
7,100
– – ﹤0.01% 2166
2023
Q2 		$520K Hold
7,100
– – ﹤0.01% 2173
2023
Q1 		$501K Sell
7,100
-1,000
-12% -$72.1K ﹤0.01% 2136
2022
Q4 		$554K Hold
8,100
– – ﹤0.01% 2067
2022
Q3 		$582K Hold
8,100
– – ﹤0.01% 2001
2022
Q2 		$648K Sell
8,100
-3,000
-27% -$261K ﹤0.01% 1960
2022
Q1 		$1.06M Hold
11,100
– – ﹤0.01% 1790
2021
Q4 		$1.09M Sell
11,100
-3,000
-21% -$276K ﹤0.01% 1807
2021
Q3 		$1.21M Hold
14,100
– – ﹤0.01% 1707
2021
Q2 		$1.18M Sell
14,100
-14,125
-50% -$1.13M ﹤0.01% 1736
2021
Q1 		$2.09M Sell
28,225
-7,700
-21% -$544K ﹤0.01% 1398
2020
Q4 		$2.44M Buy
35,925
+300
+0.8% +$19.6K 0.01% 1194
2020
Q3 		$2.17M Buy
35,625
+16,300
+84% +$1M 0.01% 1106
2020
Q2 		$1.16M Buy
19,325
+12,400
+179% +$728K ﹤0.01% 1402
2020
Q1 		$382K Buy
+6,925
New +$499K ﹤0.01% 1866

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Thrivent Financial for Lutherans's REZ Position: Q2 2026 in Review

Thrivent Financial for Lutherans increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.23% in Q2 2026, buying an estimated $2.79K and bringing the position to 13,622 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1842.

Thrivent Financial for Lutherans first reported a position in REZ in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.44M in Q4 2020. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Thrivent Financial for Lutherans held 13,622 shares of iShares Residential and Multisector Real Estate ETF worth $1.29M as of Q2 2026.
  • Thrivent Financial for Lutherans bought 31 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $2.79K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #1842 holding.
  • Thrivent Financial for Lutherans first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2020 and has held it in 21 quarters since.
  • Thrivent Financial for Lutherans's iShares Residential and Multisector Real Estate ETF position peaked at $2.44M in Q4 2020.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.