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Winter & Associates’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Winter & Associates’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 		$3.77M Buy
39,799
+17,767
+81% +$1.6M 2.83% 11
2026
Q1 		$1.87M Buy
22,032
+6,879
+45% +$591K 1.63% 19
2025
Q4 		$1.25M Buy
+15,153
New +$1.27M 1.16% 24

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

Winter & Associates's REZ Position: Q2 2026 in Review

Winter & Associates increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 81% in Q2 2026, buying an estimated $1.6M and bringing the position to 39,799 shares worth $3.77M. The position accounts for 2.83% of the portfolio, ranked #11.

Winter & Associates first reported a position in REZ in Q4 2025 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Winter & Associates held 39,799 shares of iShares Residential and Multisector Real Estate ETF worth $3.77M as of Q2 2026.
  • Winter & Associates bought 17,767 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $1.6M.
  • iShares Residential and Multisector Real Estate ETF made up 2.83% of Winter & Associates's portfolio in Q2 2026, its #11 holding.
  • Winter & Associates first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.