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

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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)
11
Total
Institutional Inflows
(last 12 months)
$12.49M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.33M
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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
5/15/2024 Keeley Teton Advisors LLC60,864$4.39M0.5%-0.6%0.712%
5/14/2024 Burns Matteson Capital Management LLC10,339$745K0.4%N/A0.121%
5/8/2024 Cornerstone Planning Group LLC119,697$8.62M2.7%+11.6%1.400%
5/3/2024 Franklin Parlapiano Turner & Welch LLC459,056$33.08M9.1%+3.6%5.369%
4/30/2024 Van 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%
4/8/2024 RVW Wealth LLC5,355$386K0.0%-7.2%0.060%
3/1/2024 ARK & 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%
2/13/2024 Keeley Teton Advisors LLC61,203$4.50M0.6%-1.5%0.688%
2/13/2024 Jones Financial Companies Lllp3,062$225K0.0%N/A0.034%
2/12/2024 Partners Capital Investment Group LLP57,980$4.26M0.1%+2.1%0.651%
2/5/2024 Cozad Asset Management Inc.4,722$347K0.0%-27.2%0.053%
1/29/2024 Plan Group Financial LLC37,672$2.77M2.4%-24.1%0.423%
1/26/2024 Franklin Parlapiano Turner & Welch LLC443,084$32.58M9.3%+3.3%4.978%
1/26/2024 Kendall Capital Management10,525$774K0.3%-2.4%0.118%
1/8/2024 RVW Wealth LLC5,772$424K0.0%-11.7%0.065%
11/13/2023 Plan Group Financial LLC49,627$3.27M2.4%+165.3%0.558%
11/8/2023 Keeley Teton Advisors LLC62,115$4.10M0.6%-1.1%0.698%
11/8/2023 Cornerstone Planning Group LLC88,375$5.83M2.2%+20.4%0.993%
10/31/2023 Kendall 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%
10/24/2023 Cambridge Investment Research Advisors Inc.15,553$1.03M0.0%-5.0%0.175%
10/12/2023 RVW Wealth LLC6,536$431K0.1%-8.6%0.073%
9/26/2023 M Holdings Securities Inc.3,164$232K0.0%-73.8%0.036%
8/14/2023 Partners Capital Investment Group LLP29,574$2.17M0.0%+101.0%0.332%
7/28/2023 Kendall Capital Management9,915$726K0.3%-2.2%0.111%
7/21/2023 Franklin 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%
7/13/2023 Cambridge 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%
5/12/2023 NewEdge Advisors LLC22,359$1.58M0.0%-3.9%0.251%
5/11/2023 Kendall Capital Management10,136$716K0.3%+3.5%0.114%
5/10/2023 Keeley Teton Advisors LLC67,751$4.79M0.6%-0.8%0.761%
5/6/2023 Franklin 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%
5/1/2023 Cozad 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%
4/11/2023 RVW Wealth LLC7,190$508K0.1%-10.0%0.077%
4/5/2023 BTS Asset Management Inc.3,881$274K0.2%-43.9%0.042%
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2/21/2023 Northwestern Mutual Wealth Management Co.108,747$7.43M0.0%+636.7%1.163%
2/21/2023 B. Riley Wealth Advisors Inc.93,918$6.42M0.2%+4.4%1.004%
2/10/2023 Continuum Advisory LLC19,917$1.36M0.2%+4.1%0.213%
2/10/2023 TCG Advisory Services LLC4,106$281K0.1%N/A0.044%
2/10/2023 Advisor Group Holdings Inc.49,276$3.37M0.0%+39.4%0.527%
2/10/2023 Keeley Teton Advisors LLC68,280$4.67M0.6%-1.0%0.730%
2/9/2023 Castle Wealth Management LLC38,125$2.61M1.6%+24.3%0.408%
2/9/2023 HighTower Advisors LLC5,767$395K0.0%-3.8%0.062%
2/8/2023 Raymond James Financial Services Advisors Inc.35,428$2.42M0.0%-14.1%0.379%
2/8/2023 Raymond James & Associates60,233$4.12M0.0%-10.7%0.644%
2/8/2023 Interactive Financial Advisors33,403$2.28M1.4%+19.2%0.357%
2/8/2023 UBS Group AG48,587$3.32M0.0%-0.8%0.520%
2/8/2023 Cambridge 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%
2/7/2023 LPL Financial LLC96,234$6.58M0.0%-17.3%1.029%
2/7/2023IFP Advisors Inc7,765$472K0.0%-2.8%0.083%
2/7/2023 Envestnet Asset Management Inc.109,539$7.49M0.0%-61.5%1.172%
2/7/2023 Valmark Advisers Inc.4,651$318K0.0%+11.1%0.050%
2/6/2023 Arkansas Financial Group Inc.14,429$986K0.2%N/A0.154%
2/6/2023 Eagle Strategies LLC22,203$1.52M0.5%-1.9%0.237%
2/6/2023 Ascension 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%
2/1/2023 Bank of Montreal Can1,200$82K0.0%-82.6%0.013%
2/1/2023 Anfield Capital Management LLC3,882$282K0.1%N/A0.042%
1/31/2023 Franklin Parlapiano Turner & Welch LLC396,731$27.11M8.9%+8.5%4.243%
1/31/2023 AE Wealth Management LLC24,316$1.66M0.0%-44.4%0.260%
1/30/2023 Kendall Capital Management9,795$669K0.3%+2.2%0.105%
1/30/2023 Courage Miller Partners LLC10,175$695K0.3%-4.7%0.109%
1/30/2023 PFG Advisors14,051$960K0.1%+46.6%0.150%
1/27/2023 Clearwater Capital Advisors LLC161,614$11.05M1.4%-6.3%1.728%
1/25/2023 MGO One Seven LLC5,161$353K0.0%-50.0%0.055%
1/25/2023 Navis Wealth Advisors LLC7,726$528K0.8%+2.3%0.083%
1/24/2023 Saxon Interests Inc.14,086$981K0.6%+165.1%0.151%
1/23/2023 JB Capital LLC3,134$214K0.0%N/A0.034%
1/23/2023 LexAurum Advisors LLC7,352$502K0.2%+12.6%0.079%
1/23/2023 TAP Consulting LLC19,035$1.30M0.3%-5.5%0.204%
1/23/2023 Astoria Portfolio Advisors LLC.4,111$297K0.1%N/A0.044%
1/20/2023 Acorn Financial Advisory Services Inc. ADV22,326$1.53M0.3%+12.4%0.239%
1/11/2023 Sound Income Strategies LLC5,334$365K0.0%-10.2%0.057%
1/10/2023 RDA Financial Network3,460$236K0.1%-7.5%0.037%
11/22/2022 B. 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%
11/15/2022 Partners Capital Investment Group LLP14,417$1.04M0.1%N/A0.150%
11/15/2022 Lake Street Advisors Group LLC14,418$1.04M0.1%N/A0.149%
11/15/2022 Eagle Strategies LLC22,627$1.63M0.8%-33.7%0.234%
11/15/2022 Flow Traders U.S. LLC6,585$473K0.0%-83.9%0.068%
11/15/2022Financial Architects Inc3,650$262K0.0%N/A0.038%
11/15/2022Commonwealth Equity Services LLC40,990$2.94M0.0%+2.0%0.425%
11/10/2022 Envestnet Asset Management Inc.284,337$20.42M0.0%+25.5%2.946%
11/10/2022 Sigma Planning Corp7,388$531K0.0%-3.8%0.077%
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11/10/2022 Seaview Investment Managers LLC3,640$262K0.1%-66.6%0.038%
11/10/2022 Tower Research Capital LLC TRC18,988$1.36M0.0%+315.3%0.197%
11/10/2022 Keeley Teton Advisors LLC68,952$4.95M0.7%+0.3%0.715%
11/10/2022 UBS Group AG48,967$3.52M0.0%-74.9%0.507%
11/8/2022 BTS Asset Management Inc.6,661$530K1.7%-39.9%0.069%
11/8/2022 Continuum Advisory LLC19,136$1.37M0.2%+4.8%0.198%
11/7/2022 Buckingham Strategic Wealth LLC10,281$738K0.0%+4.9%0.107%
11/7/2022 Castle Wealth Management LLC30,675$2.20M1.3%+3.9%0.318%
11/7/2022 Arete Wealth Advisors LLC6,119$440K0.0%-10.2%0.063%
11/7/2022 BOK Financial Private Wealth Inc.6,281$499K0.0%N/A0.065%
(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, 100 institutional investors and hedge funds held shares of iShares Residential and Multisector Real Estate ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($86.65M), Franklin Parlapiano Turner & Welch LLC ($33.08M), Clearwater Capital Advisors LLC ($11.05M), Cornerstone Planning Group LLC ($8.62M), Cetera Advisor Networks LLC ($8.09M), First Republic Investment Management Inc. ($7.73M), and Envestnet Asset Management Inc. ($7.49M).Learn more on REZ's institutional investors.

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

Of the 70 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: JPMorgan Chase & Co. ($1.08M), Franklin Parlapiano Turner & Welch LLC ($99.58K), Northwestern Mutual Wealth Management Co. ($93.99K), Cetera Advisor Networks LLC ($86.16K), First Republic Investment Management Inc. ($70.81K), Envestnet Asset Management Inc. ($57.68K), and McAdam LLC ($42.91K).

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

Institutional investors have bought a total of 2,058,382 shares in the last 24 months. This purchase volume represents approximately $158.29M in transactions.

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

Of the 48 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: Assetmark Inc. ($904.39K), Envestnet Asset Management Inc. ($256.88K), UBS Group AG ($181.96K), Cambridge Investment Research Advisors Inc. ($48.23K), Raymond James & Associates ($42.02K), Flow Traders U.S. LLC ($34.35K), and Northwestern Mutual Wealth Management Co. ($23.96K).

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

Institutional investors have sold a total of 1,721,459 shares in the last 24 months. This volume of shares sold represents approximately $131.82M in transactions.


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This page (NYSEARCA:REZ) was last updated on 6/18/2024 by MarketBeat.com Staff

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