UBS Group
REZ icon

UBS Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

UBS Group’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 		$2.39M Sell
25,259
-5,010
-17% -$450K ﹤0.01% 4956
2026
Q1 		$2.52M Buy
30,269
+867
+3% +$74.5K ﹤0.01% 4756
2025
Q4 		$2.43M Sell
29,402
-4,297
-13% -$360K ﹤0.01% 4790
2025
Q3 		$2.86M Sell
33,699
-125
-0.4% -$10.4K ﹤0.01% 4626
2025
Q2 		$2.79M Sell
33,824
-1,397
-4% -$115K ﹤0.01% 4467
2025
Q1 		$3.04M Sell
35,221
-15,695
-31% -$1.31M ﹤0.01% 4302
2024
Q4 		$4.13M Sell
50,916
-36,159
-42% -$3.1M ﹤0.01% 4036
2024
Q3 		$7.73M Buy
87,075
+27,940
+47% +$2.34M ﹤0.01% 2624
2024
Q2 		$4.55M Sell
59,135
-1,788
-3% -$130K ﹤0.01% 2965
2024
Q1 		$4.39M Buy
60,923
+302
+0.5% +$21.3K ﹤0.01% 3110
2023
Q4 		$4.46M Buy
60,621
+15,474
+34% +$1.04M ﹤0.01% 2901
2023
Q3 		$2.98M Buy
45,147
+356
+0.8% +$25.4K ﹤0.01% 3062
2023
Q2 		$3.28M Sell
44,791
-2,442
-5% -$174K ﹤0.01% 3011
2023
Q1 		$3.34M Sell
47,233
-1,354
-3% -$97.7K ﹤0.01% 2904
2022
Q4 		$3.32M Sell
48,587
-380
-0.8% -$26.6K ﹤0.01% 2880
2022
Q3 		$3.52M Sell
48,967
-146,047
-75% -$11.9M ﹤0.01% 2662
2022
Q2 		$15.6M Sell
195,014
-35,530
-15% -$3.09M 0.01% 1496
2022
Q1 		$22.1M Buy
230,544
+43,510
+23% +$4.03M 0.01% 1339
2021
Q4 		$18.4M Sell
187,034
-15,035
-7% -$1.38M 0.01% 1645
2021
Q3 		$17.3M Buy
202,069
+2,829
+1% +$251K 0.01% 1616
2021
Q2 		$16.6M Buy
199,240
+5,163
+3% +$414K 0.01% 1637
2021
Q1 		$14.4M Buy
194,077
+13,323
+7% +$941K ﹤0.01% 1660
2020
Q4 		$12.3M Buy
180,754
+10,621
+6% +$695K ﹤0.01% 1696
2020
Q3 		$10.4M Buy
170,133
+40,885
+32% +$2.51M ﹤0.01% 1618
2020
Q2 		$7.77M Buy
129,248
+49,474
+62% +$2.91M ﹤0.01% 1710
2020
Q1 		$4.4M Sell
79,774
-35,426
-31% -$2.55M ﹤0.01% 2033
2019
Q4 		$8.68M Sell
115,200
-12,311
-10% -$955K ﹤0.01% 2082
2019
Q3 		$10.1M Buy
127,511
+16,145
+14% +$1.24M ﹤0.01% 1755
2019
Q2 		$8.12M Buy
111,366
+105,765
+1,888% +$7.57M ﹤0.01% 1923
2019
Q1 		$396K Buy
5,601
+168
+3% +$11.4K ﹤0.01% 4197
2018
Q4 		$339K Buy
5,433
+694
+15% +$44.2K ﹤0.01% 4540
2018
Q3 		$298K Sell
4,739
-1,455
-23% -$92.8K ﹤0.01% 4757
2018
Q2 		$391K Buy
6,194
+57
+0.9% +$3.38K ﹤0.01% 4500
2018
Q1 		$354K Sell
6,137
-979
-14% -$56K ﹤0.01% 4422
2017
Q4 		$443K Sell
7,116
-492
-6% -$31.2K ﹤0.01% 4374
2017
Q3 		$484K Sell
7,608
-28,401
-79% -$1.84M ﹤0.01% 4240
2017
Q2 		$2.34M Sell
36,009
-2,969
-8% -$192K ﹤0.01% 2862
2017
Q1 		$2.46M Sell
38,978
-987
-2% -$61.5K ﹤0.01% 2747
2016
Q4 		$2.48M Sell
39,965
-46,416
-54% -$2.83M ﹤0.01% 2721
2016
Q3 		$5.66M Sell
86,381
-9,834
-10% -$658K ﹤0.01% 1914
2016
Q2 		$6.5M Buy
96,215
+12,572
+15% +$815K ﹤0.01% 1726
2016
Q1 		$5.52M Buy
83,643
+40,567
+94% +$2.51M ﹤0.01% 1784
2015
Q4 		$2.73M Buy
43,076
+24,541
+132% +$1.5M ﹤0.01% 2514
2015
Q3 		$1.1M Buy
18,535
+352
+2% +$20.7K ﹤0.01% 3260
2015
Q2 		$1.02M Sell
18,183
-5,422
-23% -$322K ﹤0.01% 3553
2015
Q1 		$1.47M Buy
23,605
+9,284
+65% +$579K ﹤0.01% 3214
2014
Q4 		$844K Buy
+14,321
New +$814K ﹤0.01% 3711

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

UBS Group's REZ Position: Q2 2026 in Review

UBS Group reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 17% in Q2 2026, selling an estimated $450K and leaving 25,259 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #4956.

UBS Group first reported a position in REZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $22.1M in Q1 2022. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • UBS Group held 25,259 shares of iShares Residential and Multisector Real Estate ETF worth $2.39M as of Q2 2026.
  • UBS Group sold 5,010 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $450K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4956 holding.
  • UBS Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares Residential and Multisector Real Estate ETF position peaked at $22.1M in Q1 2022.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.