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Verus Capital Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Verus Capital Partners’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
2020
Q1 		$8K Hold
138
– – ﹤0.01% 1074
2019
Q4 		$10K Buy
+138
New +$10.7K ﹤0.01% 1135

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Verus Capital Partners's REZ Position: Q1 2020 in Review

Verus Capital Partners held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q1 2020 at 138 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Verus Capital Partners first reported a position in REZ in Q4 2019 and has held it in 2 quarters since. The position peaked at $10K in Q4 2019. 94 funds tracked by Wall St. Rank hold REZ as of Q1 2020.

  • Verus Capital Partners held 138 shares of iShares Residential and Multisector Real Estate ETF worth $8K as of Q1 2020.
  • Verus Capital Partners left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q1 2020.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1074 holding.
  • Verus Capital Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's iShares Residential and Multisector Real Estate ETF position peaked at $10K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.