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Wealthspire Advisors (New York)’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-97
Closed -$8.24K – 2464
2025
Q3 		$8.24K Buy
+97
New +$8.07K ﹤0.01% 2116

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $162B AUM 16.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s REZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2025, closing a stake of 97 shares — an estimated $8.24K sold.

Wealthspire Advisors (New York) first reported a position in REZ in Q3 2025 and held it in 1 quarter. The position peaked at $8.24K in Q3 2025. 163 funds tracked by Wall St. Rank hold REZ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 97 iShares Residential and Multisector Real Estate ETF shares in Q4 2025, an estimated $8.24K.
  • Wealthspire Advisors (New York) first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Residential and Multisector Real Estate ETF position peaked at $8.24K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.