TRCT
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Tower Research Capital (TRC)’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Tower Research Capital (TRC)’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 		$181K Buy
+1,907
New +$171K ﹤0.01% 1770
2026
Q1 		– Sell
-7,437
Closed -$615K – 5493
2025
Q4 		$615K Buy
7,437
+3,723
+100% +$312K 0.01% 724
2025
Q3 		$316K Sell
3,714
-100
-3% -$8.32K 0.01% 1153
2025
Q2 		$314K Sell
3,814
-3,567
-48% -$294K 0.01% 1381
2025
Q1 		$638K Buy
7,381
+2,886
+64% +$241K 0.02% 709
2024
Q4 		$364K Buy
4,495
+3,258
+263% +$279K 0.01% 1273
2024
Q3 		$110K Sell
1,237
-1,120
-48% -$93.7K ﹤0.01% 2150
2024
Q2 		$181K Buy
2,357
+1,318
+127% +$96.2K ﹤0.01% 2155
2024
Q1 		$74.9K Sell
1,039
-310
-23% -$21.9K ﹤0.01% 2005
2023
Q4 		$99.2K Sell
1,349
-666
-33% -$44.8K ﹤0.01% 2646
2023
Q3 		$133K Buy
2,015
+1,898
+1,622% +$136K ﹤0.01% 1754
2023
Q2 		$8.57K Sell
117
-22,485
-99% -$1.61M ﹤0.01% 4413
2023
Q1 		$1.6M Buy
22,602
+5,199
+30% +$375K 0.05% 250
2022
Q4 		$1.19M Sell
17,403
-1,585
-8% -$111K 0.05% 321
2022
Q3 		$1.36M Buy
18,988
+14,416
+315% +$1.18M 0.02% 568
2022
Q2 		$365K Buy
4,572
+4,450
+3,648% +$387K 0.01% 1339
2022
Q1 		$12K Sell
122
-207
-63% -$19.2K ﹤0.01% 4086
2021
Q4 		$33K Sell
329
-883
-73% -$81.2K ﹤0.01% 3140
2021
Q3 		$103K Buy
1,212
+1,196
+7,475% +$106K ﹤0.01% 2375
2021
Q2 		$1K Hold
16
– – ﹤0.01% 5243
2021
Q1 		$1K Hold
16
– – ﹤0.01% 5206
2020
Q4 		$1K Sell
16
-10,812
-100% -$707K ﹤0.01% 5027
2020
Q3 		$660K Sell
10,828
-9,794
-47% -$602K 0.01% 1377
2020
Q2 		$1.24M Buy
20,622
+20,099
+3,843% +$1.18M 0.05% 396
2020
Q1 		$29K Sell
523
-9,108
-95% -$656K ﹤0.01% 1533
2019
Q4 		$725K Buy
9,631
+7,776
+419% +$603K 0.06% 176
2019
Q3 		$147K Buy
1,855
+1,839
+11,494% +$142K 0.01% 1150
2019
Q2 		$1K Hold
16
– – ﹤0.01% 3478
2019
Q1 		$1K Hold
16
– – ﹤0.01% 3609
2018
Q4 		$1K Hold
16
– – ﹤0.01% 3651
2018
Q3 		$1K Buy
+16
New +$1.02K ﹤0.01% 3612
2017
Q2 		– Sell
-38
Closed -$2K – 3311
2017
Q1 		$2K Sell
38
-11,368
-100% -$709K ﹤0.01% 2656
2016
Q4 		$707K Buy
11,406
+9,420
+474% +$574K 0.08% 270
2016
Q3 		$130K Sell
1,986
-13,695
-87% -$917K 0.01% 693
2016
Q2 		$1.06M Buy
+15,681
New +$1.02M 0.1% 151
2015
Q3 		– Sell
-69,996
Closed -$3.92M – 4631
2015
Q2 		$3.92M Buy
69,996
+67,572
+2,788% +$4.01M 0.35% 34
2015
Q1 		$151K Buy
+2,424
New +$151K 0.02% 580
2014
Q4 		– Sell
-2,605
Closed -$133K – 4572
2014
Q3 		$133K Sell
2,605
-7,235
-74% -$390K 0.01% 730
2014
Q2 		$525K Buy
9,840
+1,233
+14% +$64.7K 0.07% 244
2014
Q1 		$431K Sell
8,607
-10,950
-56% -$532K 0.06% 233
2013
Q4 		$882K Buy
+19,557
New +$931K 0.15% 98

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

Tower Research Capital (TRC)'s REZ Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 1,907 shares worth $181K. The stake represents ﹤0.01% of the portfolio and ranks #1770 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in REZ as recently as Q4 2025.

Tower Research Capital (TRC) first reported a position in REZ in Q4 2013 and has held it in 41 quarters since. The position peaked at $3.92M in Q2 2015. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Tower Research Capital (TRC) held 1,907 shares of iShares Residential and Multisector Real Estate ETF worth $181K as of Q2 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Tower Research Capital (TRC) position in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #1770 holding.
  • Tower Research Capital (TRC) first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2013 and has held it in 41 quarters since.
  • Tower Research Capital (TRC)'s iShares Residential and Multisector Real Estate ETF position peaked at $3.92M in Q2 2015.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.