William Blair & Company
REZ icon

William Blair & Company’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

William Blair & Company’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
-151
Closed -$12.8K – 1928
2025
Q3 		$12.8K Sell
151
-29
-16% -$2.41K ﹤0.01% 1750
2025
Q2 		$14.8K Buy
+180
New +$14.8K ﹤0.01% 1703
2024
Q3 		– Sell
-1,392
Closed -$107K – 1862
2024
Q2 		$107K Hold
1,392
– – ﹤0.01% 1503
2024
Q1 		$100K Hold
1,392
– – ﹤0.01% 1506
2023
Q4 		$102K Hold
1,392
– – ﹤0.01% 1503
2023
Q3 		$91.8K Sell
1,392
-400
-22% -$28.6K ﹤0.01% 1513
2023
Q2 		$131K Buy
1,792
+400
+29% +$28.6K ﹤0.01% 1480
2023
Q1 		$98.3K Hold
1,392
– – ﹤0.01% 1504
2022
Q4 		$95.1K Hold
1,392
– – ﹤0.01% 1496
2022
Q3 		$100K Hold
1,392
– – ﹤0.01% 1511
2022
Q2 		$111K Sell
1,392
-75
-5% -$6.52K ﹤0.01% 1522
2022
Q1 		$141K Buy
1,467
+75
+5% +$6.96K ﹤0.01% 1586
2021
Q4 		$137K Hold
1,392
– – ﹤0.01% 1648
2021
Q3 		$119K Buy
+1,392
New +$123K ﹤0.01% 1592
2021
Q1 		– Sell
-50
Closed -$3K – 1896
2020
Q4 		$3K Hold
50
– – ﹤0.01% 1790
2020
Q3 		$3K Hold
50
– – ﹤0.01% 1683
2020
Q2 		$3K Hold
50
– – ﹤0.01% 1641
2020
Q1 		$3K Hold
50
– – ﹤0.01% 1611
2019
Q4 		$4K Hold
50
– – ﹤0.01% 1684
2019
Q3 		$4K Hold
50
– – ﹤0.01% 1653
2019
Q2 		$4K Buy
+50
New +$3.58K ﹤0.01% 1690

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
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 $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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

William Blair & Company's REZ Position: Q4 2025 in Review

William Blair & Company sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2025, closing a stake of 151 shares — an estimated $12.8K sold.

William Blair & Company first reported a position in REZ in Q2 2019 and held it in 21 quarters. The position peaked at $141K in Q1 2022. 163 funds tracked by Wall St. Rank hold REZ as of Q4 2025.

  • William Blair & Company reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • William Blair & Company sold 151 iShares Residential and Multisector Real Estate ETF shares in Q4 2025, an estimated $12.8K.
  • William Blair & Company first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2019 and held it in 21 quarters.
  • William Blair & Company's iShares Residential and Multisector Real Estate ETF position peaked at $141K in Q1 2022.
  • 163 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2025.

Based on William Blair & Company's 13F filing for Q4 2025, filed 17 Feb 2026.