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iShares Residential and Multisector Real Estate ETF (REZ) Institutional Ownership

iShares Residential and Multisector Real Estate ETF logo
$82.28 +1.05 (+1.29%)
As of 04/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Residential and Multisector Real Estate ETF (NYSEARCA:REZ)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$36.45M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$4.74M
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REZ Institutional Buying and Selling by Quarter

iShares Residential and Multisector Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC4,909$424K0.0%+27.3%0.050%
4/15/2025 CX Institutional14,810$1.28M0.0%+12.4%0.148%
2/18/2025Continuum Advisory LLC24,179$1.96M0.3%+1.2%0.281%
2/17/2025Ameriprise Financial Inc.165,770$13.43M0.0%-5.5%1.928%
2/17/2025Anderson Financial Strategies LLC17,732$1.44M0.9%N/A0.206%
2/13/2025Keeley Teton Advisors LLC56,370$4.57M0.5%-4.8%0.655%
2/13/2025M Holdings Securities Inc.107,167$8.68M1.4%N/A1.246%
2/11/2025M Holdings Securities Inc.8,683$703K0.5%N/A0.101%
2/10/2025Creative Financial Designs Inc. ADV9,712$787K0.1%N/A0.113%
2/6/2025Jones Financial Companies Lllp4,941$400K0.0%+40.5%0.057%
1/31/2025Partners Capital Investment Group LLP28,990$2.35M0.1%-50.0%0.337%
1/29/2025Van ECK Associates Corp80,028$6.48M0.0%+24.6%0.931%
1/29/2025Cornerstone Planning Group LLC141,362$11.74M2.9%+4.0%1.644%
1/28/2025Golden State Wealth Management LLC550$45K0.0%N/A0.006%
1/23/2025RVW Wealth LLC3,824$310K0.0%-12.9%0.044%
1/23/2025Franklin Parlapiano Turner & Welch LLC465,511$37.72M10.2%-2.2%5.413%
1/17/2025 Arkansas Financial Group Inc.29,598$2.40M0.4%+8.8%0.344%
1/17/2025 Janney Montgomery Scott LLC3,857$313K0.0%+32.8%0.045%
12/26/2024JPMorgan Chase & Co.730$65K0.0%+44.3%0.008%
11/15/2024Continuum Advisory LLC23,883$2.06M0.3%-1.4%0.278%
11/6/2024Cornerstone Planning Group LLC135,951$11.83M2.6%+5.1%1.581%
10/29/2024Van ECK Associates Corp64,232$5.65M0.0%-0.4%0.747%
10/24/2024 Lederer & Associates Investment Counsel CA2,375$211K0.1%N/A0.028%
10/23/2024Franklin Parlapiano Turner & Welch LLC475,818$42.26M10.9%-0.8%5.533%
10/10/2024Burns Matteson Capital Management LLC17,563$1.56M0.8%+31.0%0.204%
10/9/2024Christopher J. Hasenberg Inc146,620$12.52M5.2%N/A1.705%
10/5/2024 Arkansas Financial Group Inc.27,207$2.42M0.4%+14.6%0.316%
8/14/2024Fairscale Capital LLC339$27K0.0%N/A0.004%
8/12/2024Kendall Capital Management9,576$737K0.2%-10.8%0.111%
7/31/2024Van ECK Associates Corp64,478$4.96M0.0%+92.3%0.750%
7/9/2024Lynx Investment Advisory723$56K0.0%N/A0.008%
7/9/2024Burns Matteson Capital Management LLC13,409$1.03M0.6%+29.7%0.156%
5/15/2024Keeley Teton Advisors LLC60,864$4.39M0.5%-0.6%0.712%
5/14/2024Burns Matteson Capital Management LLC10,339$745K0.4%N/A0.121%
5/8/2024Cornerstone Planning Group LLC119,697$8.62M2.7%+11.6%1.400%
5/3/2024Franklin Parlapiano Turner & Welch LLC459,056$33.08M9.1%+3.6%5.369%
4/30/2024Van ECK Associates Corp33,536$2.42M0.0%N/A0.392%
4/16/2024 Arkansas Financial Group Inc.22,510$1.62M0.3%+1.0%0.260%
4/8/2024RVW Wealth LLC5,355$386K0.0%-7.2%0.060%
3/1/2024ARK & TLK Investments LLC3,397$250K0.1%N/A0.038%
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2/23/2024 Arkansas Financial Group Inc.22,277$1.64M0.3%+2.7%0.250%
2/13/2024Keeley Teton Advisors LLC61,203$4.50M0.6%-1.5%0.688%
2/13/2024Jones Financial Companies Lllp3,062$225K0.0%N/A0.034%
2/12/2024Partners Capital Investment Group LLP57,980$4.26M0.1%+2.1%0.651%
2/5/2024Cozad Asset Management Inc.4,722$347K0.0%-27.2%0.053%
1/29/2024Plan Group Financial LLC37,672$2.77M2.4%-24.1%0.423%
1/26/2024Franklin Parlapiano Turner & Welch LLC443,084$32.58M9.3%+3.3%4.978%
1/26/2024Kendall Capital Management10,525$774K0.3%-2.4%0.118%
1/8/2024RVW Wealth LLC5,772$424K0.0%-11.7%0.065%
11/13/2023Plan Group Financial LLC49,627$3.27M2.4%+165.3%0.558%
11/8/2023Keeley Teton Advisors LLC62,115$4.10M0.6%-1.1%0.698%
11/8/2023Cornerstone Planning Group LLC88,375$5.83M2.2%+20.4%0.993%
10/31/2023Kendall Capital Management10,783$711K0.3%+8.8%0.121%
10/25/2023 Arkansas Financial Group Inc.21,684$1.43M0.3%+4.1%0.244%
10/24/2023Cambridge Investment Research Advisors Inc.15,553$1.03M0.0%-5.0%0.175%
10/12/2023RVW Wealth LLC6,536$431K0.1%-8.6%0.073%
9/26/2023M Holdings Securities Inc.3,164$232K0.0%-73.8%0.036%
8/14/2023Partners Capital Investment Group LLP29,574$2.17M0.0%+101.0%0.332%
7/28/2023Kendall Capital Management9,915$726K0.3%-2.2%0.111%
7/21/2023Franklin Parlapiano Turner & Welch LLC421,524$30.89M9.2%+4.6%4.736%
7/17/2023 GPS Wealth Strategies Group LLC712$52K0.0%-56.7%0.008%
7/13/2023Cambridge Investment Research Advisors Inc.16,365$1.20M0.0%+1.3%0.184%
7/10/2023 Disciplined Investments LLC3,583$263K0.1%-48.7%0.040%
5/12/2023NewEdge Advisors LLC22,359$1.58M0.0%-3.9%0.251%
5/11/2023Kendall Capital Management10,136$716K0.3%+3.5%0.114%
5/10/2023Keeley Teton Advisors LLC67,751$4.79M0.6%-0.8%0.761%
5/6/2023Franklin Parlapiano Turner & Welch LLC402,871$28.45M9.1%+1.5%4.527%
5/3/2023 Arkansas Financial Group Inc.20,789$1.47M0.3%+44.1%0.234%
5/1/2023Cozad Asset Management Inc.6,487$458K0.1%-5.5%0.073%
4/17/2023 GPS Wealth Strategies Group LLC1,644$116K0.0%N/A0.018%
4/11/2023RVW Wealth LLC7,190$508K0.1%-10.0%0.077%
4/5/2023 BTS Asset Management Inc.3,881$274K0.2%-43.9%0.042%
2/21/2023Northwestern Mutual Wealth Management Co.108,747$7.43M0.0%+636.7%1.163%
2/21/2023B. Riley Wealth Advisors Inc.93,918$6.42M0.2%+4.4%1.004%
2/10/2023Continuum Advisory LLC19,917$1.36M0.2%+4.1%0.213%
2/10/2023TCG Advisory Services LLC4,106$281K0.1%N/A0.044%
2/10/2023Advisor Group Holdings Inc.49,276$3.37M0.0%+39.4%0.527%
2/10/2023Keeley Teton Advisors LLC68,280$4.67M0.6%-1.0%0.730%
2/9/2023Castle Wealth Management LLC38,125$2.61M1.6%+24.3%0.408%
2/9/2023HighTower Advisors LLC5,767$395K0.0%-3.8%0.062%
2/8/2023Raymond James Financial Services Advisors Inc.35,428$2.42M0.0%-14.1%0.379%
2/8/2023Raymond James & Associates60,233$4.12M0.0%-10.7%0.644%
2/8/2023Interactive Financial Advisors33,403$2.28M1.4%+19.2%0.357%
2/8/2023UBS Group AG48,587$3.32M0.0%-0.8%0.520%
2/8/2023Cambridge Investment Research Advisors Inc.19,118$1.31M0.0%-28.9%0.204%
2/7/2023Commonwealth Equity Services LLC35,069$2.40M0.0%-14.4%0.375%
2/7/2023LPL Financial LLC96,234$6.58M0.0%-17.3%1.029%
2/7/2023IFP Advisors Inc7,765$472K0.0%-2.8%0.083%
2/7/2023Envestnet Asset Management Inc.109,539$7.49M0.0%-61.5%1.172%
2/7/2023Valmark Advisers Inc.4,651$318K0.0%+11.1%0.050%
Warning: “DOGE Collapse” imminent (Ad)

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Click here to see what they’re predicting now.
2/6/2023 Arkansas Financial Group Inc.14,429$986K0.2%N/A0.154%
2/6/2023Eagle Strategies LLC22,203$1.52M0.5%-1.9%0.237%
2/6/2023Ascension Capital Advisors Inc.73,808$5.04M4.9%-1.8%0.789%
2/2/2023 BTS Asset Management Inc.6,912$524K0.2%+3.8%0.074%
2/1/2023Bank of Montreal Can1,200$82K0.0%-82.6%0.013%
2/1/2023Anfield Capital Management LLC3,882$282K0.1%N/A0.042%
1/31/2023Franklin Parlapiano Turner & Welch LLC396,731$27.11M8.9%+8.5%4.243%
1/31/2023AE Wealth Management LLC24,316$1.66M0.0%-44.4%0.260%
1/30/2023Kendall Capital Management9,795$669K0.3%+2.2%0.105%
1/30/2023Courage Miller Partners LLC10,175$695K0.3%-4.7%0.109%
(Data available from 1/1/2016 forward)

REZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of REZ shares?

During the previous two years, 30 institutional investors and hedge funds held shares of iShares Residential and Multisector Real Estate ETF. The most heavily invested institutionals were Franklin Parlapiano Turner & Welch LLC ($37.72M), Ameriprise Financial Inc. ($13.43M), Christopher J. Hasenberg Inc ($12.52M), Cornerstone Planning Group LLC ($11.74M), M Holdings Securities Inc. ($8.68M), Van ECK Associates Corp ($6.48M), and Keeley Teton Advisors LLC ($4.57M).Learn more on REZ's institutional investors.

Which institutional investors have been buying iShares Residential and Multisector Real Estate ETF stock?

Of the 23 institutional investors that purchased iShares Residential and Multisector Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Christopher J. Hasenberg Inc ($146.62K), M Holdings Securities Inc. ($115.85K), Van ECK Associates Corp ($80.27K), Franklin Parlapiano Turner & Welch LLC ($54.91K), Cornerstone Planning Group LLC ($39.49K), Plan Group Financial LLC ($30.92K), and Anderson Financial Strategies LLC ($17.73K).

How much institutional buying is happening at iShares Residential and Multisector Real Estate ETF?

Institutional investors have bought a total of 560,439 shares in the last 24 months. This purchase volume represents approximately $44.63M in transactions.

Which iShares Residential and Multisector Real Estate ETF major shareholders have been selling company stock?

Of the 15 institutional investors that sold iShares Residential and Multisector Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Partners Capital Investment Group LLP ($28.99K), Franklin Parlapiano Turner & Welch LLC ($14.07K), Plan Group Financial LLC ($11.96K), Ameriprise Financial Inc. ($9.56K), M Holdings Securities Inc. ($8.91K), Keeley Teton Advisors LLC ($5.34K), and Disciplined Investments LLC ($3.40K).

How much institutional selling is happening at iShares Residential and Multisector Real Estate ETF?

Institutional investors have sold a total of 91,628 shares in the last 24 months. This volume of shares sold represents approximately $7.17M in transactions.


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This page (NYSEARCA:REZ) was last updated on 4/19/2025 by MarketBeat.com Staff
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