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

iShares Residential and Multisector Real Estate ETF logo
$81.89 +1.13 (+1.40%)
As of 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)
14
Total
Institutional Inflows
(last 12 months)
$24.36M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.63M
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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
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%
10/24/2024Lederer & 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%
10/9/2024 Christopher 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%
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%
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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%
7/17/2023GPS 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%
7/10/2023Disciplined 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%
4/17/2023GPS 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%
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%
1/30/2023 Courage Miller Partners LLC10,175$695K0.3%-4.7%0.109%
1/30/2023PFG Advisors14,051$960K0.1%+46.6%0.150%
1/27/2023Clearwater Capital Advisors LLC161,614$11.05M1.4%-6.3%1.728%
1/25/2023MGO One Seven LLC5,161$353K0.0%-50.0%0.055%
1/25/2023Navis Wealth Advisors LLC7,726$528K0.8%+2.3%0.083%
1/24/2023 Saxon Interests Inc.14,086$981K0.6%+165.1%0.151%
1/23/2023JB Capital LLC3,134$214K0.0%N/A0.034%
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1/23/2023LexAurum Advisors LLC7,352$502K0.2%+12.6%0.079%
1/23/2023TAP Consulting LLC19,035$1.30M0.3%-5.5%0.204%
1/23/2023 Astoria Portfolio Advisors LLC.4,111$297K0.1%N/A0.044%
1/20/2023Acorn Financial Advisory Services Inc. ADV22,326$1.53M0.3%+12.4%0.239%
1/11/2023Sound Income Strategies LLC5,334$365K0.0%-10.2%0.057%
1/10/2023 RDA Financial Network3,460$236K0.1%-7.5%0.037%
11/22/2022B. Riley Wealth Advisors Inc.89,924$6.46M0.2%-15.4%0.932%
11/15/2022Colony Group LLC13,241$951K0.0%-1.1%0.138%
11/15/2022Partners Capital Investment Group LLP14,417$1.04M0.1%N/A0.150%
11/15/2022Lake Street Advisors Group LLC14,418$1.04M0.1%N/A0.149%
(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, 56 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 ($42.26M), Christopher J. Hasenberg Inc ($12.52M), Cornerstone Planning Group LLC ($11.83M), Clearwater Capital Advisors LLC ($11.05M), Envestnet Asset Management Inc. ($7.49M), Northwestern Mutual Wealth Management Co. ($7.43M), and LPL Financial LLC ($6.58M).Learn more on REZ's institutional investors.

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

Of the 34 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), Northwestern Mutual Wealth Management Co. ($93.99K), Franklin Parlapiano Turner & Welch LLC ($86.00K), Van ECK Associates Corp ($64.48K), Cornerstone Planning Group LLC ($34.08K), Plan Group Financial LLC ($30.92K), and Arkansas Financial Group Inc. ($28.32K).

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

Institutional investors have bought a total of 594,044 shares in the last 24 months. This purchase volume represents approximately $44.76M in transactions.

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

Of the 30 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: Envestnet Asset Management Inc. ($174.80K), LPL Financial LLC ($20.06K), AE Wealth Management LLC ($19.45K), Plan Group Financial LLC ($11.96K), Clearwater Capital Advisors LLC ($10.94K), M Holdings Securities Inc. ($8.91K), and Cambridge Investment Research Advisors Inc. ($8.57K).

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

Institutional investors have sold a total of 310,944 shares in the last 24 months. This volume of shares sold represents approximately $21.51M in transactions.


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This page (NYSEARCA:REZ) was last updated on 1/21/2025 by MarketBeat.com Staff
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