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

VisionPoint Advisory 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
2024
Q3 		– Sell
-84
Closed -$6.47K – 654
2024
Q2 		$6.47K Buy
+84
New +$6.13K ﹤0.01% 529

Other funds holding REZ

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CJH
Christopher J. Hasenberg Eau Claire, Wisconsin $269M AUM 14.57% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

VisionPoint Advisory Group's REZ Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2024, closing a stake of 84 shares — an estimated $6.47K sold.

VisionPoint Advisory Group first reported a position in REZ in Q2 2024 and held it in 1 quarter. The position peaked at $6.47K in Q2 2024. 153 funds tracked by Wall St. Rank hold REZ as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 84 iShares Residential and Multisector Real Estate ETF shares in Q3 2024, an estimated $6.47K.
  • VisionPoint Advisory Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's iShares Residential and Multisector Real Estate ETF position peaked at $6.47K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.