iShares Residential and Multisector Real Estate ETFREZ
REZ
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
216% more call options, than puts
Call options by funds: $462K | Put options by funds: $146K
141% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 17
39% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 41
14% more funds holding
Funds holding: 152 [Q3] → 173 (+21) [Q4]
2.75% more ownership
Funds ownership: 64.97% [Q3] → 67.72% (+2.75%) [Q4]
5% less capital invested
Capital invested by funds: $642M [Q3] → $612M (-$29.9M) [Q4]
40% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 3 (-2) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for REZ.
Financial journalist opinion
Based on 4 articles about REZ published over the past 30 days
Positive
ETF Trends
1 week ago
New Home Sales Reach 6-Month High in March
New home sales reached a six-month high in March, beating expectations. According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 724,000 last month, higher than the 684,000 forecast.
Positive
Seeking Alpha
1 week ago
REZ: Capturing Solid Demand In Healthcare And Self-Storage
iShares Residential and Multisector Real Estate ETF warrants a buy rating due to strong holdings in healthcare and self-storage REITs, despite higher fees and lower dividend yield. REZ's top holdings, Welltower, Public Storage, and Extra Space Storage, are positioned for continued profitability due to increasing demand and limited supply growth. REZ has outperformed peer funds with a 10-year average annual return of 6.77% and a one-year return of over 20%.
Negative
Seeking Alpha
1 week ago
The State Of REITs: April 2025 Edition
REITs finished the first quarter of 2025 in the red (-3.36%) with a brutal -4.92% average total return in March. Large cap (-2.04%) and mid cap REITs (-2.63%) saw modest losses, but small caps (-4.16%) and micro caps (-16.19%) had a particularly bad month. Only 29.49% of REIT securities had a positive total return in March.
Negative
ETF Trends
1 week ago
Weekly Economic Snapshot: Pre-Tariff Spending Spike Amid Fed Warning
Last week's economic narrative was dominated by a surge in retail sales as consumers seemingly bought ahead of tariffs while a volatile stock market experienced a sharp mid-week sell-off following a Federal Reserve warning on tariff uncertainty. While March saw a significant jump in consumer spending, this pre-tariff strength is unlikely to be sustained.
Negative
ETF Trends
1 month ago
Weekly Economic Snapshot: Consumer Fears & Inflation Drag Down Markets
Last week's economic reports painted a stark picture of rising inflationary pressures and plummeting consumer confidence, casting a shadow over the U.S. economy and sending the stock market into a decline. The Federal Reserve's preferred inflation gauge, the PCE Price Index, unexpectedly accelerated, reinforcing concerns about persistent price pressures.
Neutral
ETF Trends
1 month ago
New Home Sales Rebound in February; Just Below Forecast
New home sales rebounded slightly in February but still came in just below the forecast. According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 676,000 in February, below the 682,000 forecast.
Neutral
ETF Trends
1 month ago
Weekly Economic Snapshot: Mixed Retail, Housing Volatility, & Fed's Cautious Outlook
Last week's economic landscape was marked by pockets of resilience amid growing concerns and heightened uncertainty. Retail sales offered a mixed bag, with overall growth falling short of expectations but key components suggesting continued consumer spending.
Negative
ETF Trends
2 months ago
New Home Sales Sink 10.5% in January; Below Forecast
New home sales fell more than expected while prices jumped to a two-year high last month. According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 657,000 in January, below the 679,000 forecast.
Negative
ETF Trends
2 months ago
Weekly Economic Snapshot: Confidence Falls, Housing Stumbles, and Uncertainty Grows
Economic indicators provide insight into the overall health and performance of the economy. They are closely watched by policymakers, advisors, investors, and businesses because they help them to make informed decisions about business strategies and financial markets.
Negative
Seeking Alpha
2 months ago
The State Of REITs: February 2025 Edition
After a brutal December (-6.85%), the REIT sector averaged negative total returns again in January (-1.29%). Large cap (+0.30%) and mid cap REITs (+0.09%) averaged small gains in January, whereas small caps (-0.95%) and micro caps (-7.80%) started the year in the red. Only 42.58% of REIT securities had a positive total during the first month of 2025.
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