Tobias Financial Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Tobias Financial 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
2026 Q1	–	Sell	-2,884	Closed	-$238K	–	156
2025 Q4	$238K	Sell	2,884 -178,221	-98%	-$14.9M	0.03%	128
2025 Q3	$15.4M	Buy	181,105 +1,729	+1%	+$144K	2.34%	12
2025 Q2	$14.8M	Sell	179,376 -133,051	-43%	-$11M	2.53%	11
2025 Q1	$27M	Buy	312,427 +18,298	+6%	+$1.53M	5.24%	6
2024 Q4	$23.8M	Buy	+294,129	New	+$25.2M	4.79%	7

Other funds holding REZ

FPTW

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tobias Financial Advisors's REZ Position: Q1 2026 in Review

Tobias Financial Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026, closing a stake of 2,884 shares — an estimated $238K sold.

Tobias Financial Advisors first reported a position in REZ in Q4 2024 and held it in 5 quarters. The position peaked at $27M in Q1 2025. 158 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

Tobias Financial Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Tobias Financial Advisors sold 2,884 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $238K.
Tobias Financial Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and held it in 5 quarters.
Tobias Financial Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $27M in Q1 2025.
158 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.