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

iShares Residential and Multisector Real Estate ETF logo
$82.55 -0.74 (-0.89%)
As of 10/8/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Residential and Multisector Real Estate ETF (NYSEARCA:REZ)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$63.10M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$7.32M
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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
8/15/2025Ameriprise Financial Inc.154,487$12.72M0.0%-3.8%1.626%
8/13/2025Gamco Investors INC. ET AL50,468$4.16M0.0%N/A0.531%
8/12/2025JPMorgan Chase & Co.2,493$205K0.0%-32.4%0.026%
8/6/2025Golden State Wealth Management LLC365$30K0.0%-33.6%0.004%
8/4/2025Creative Financial Designs Inc. ADV12,454$1.03M0.1%+19.3%0.131%
7/31/2025Leavell Investment Management Inc.12,384$1.02M0.0%+97.0%0.130%
7/25/2025Franklin Parlapiano Turner & Welch LLC474,807$39.10M10.2%+0.6%4.998%
7/16/2025Kendall Capital Management10,683$880K0.2%+3.8%0.112%
7/15/2025Main Street Group LTD1,020$84K0.0%+48.3%0.011%
7/11/2025CX Institutional8,019$660K0.0%-45.9%0.084%
5/16/2025Jones Financial Companies Lllp337,805$29.19M0.0%+6,736.8%3.447%
5/14/2025Keeley Teton Advisors LLC55,359$4.78M0.6%-1.8%0.565%
5/14/2025Partners Capital Investment Group LLP57,980$5.01M0.1%+100.0%0.592%
5/9/2025AXS Investments LLC107,027$9.25M2.6%N/A1.092%
5/2/2025Burns Matteson Capital Management LLC18,782$1.62M0.8%+6.2%0.191%
4/30/2025Leavell Investment Management Inc.6,287$543K0.0%N/A0.064%
4/30/2025Cornerstone Planning Group LLC151,420$12.50M3.0%+7.1%1.537%
4/25/2025Franklin Parlapiano Turner & Welch LLC471,804$40.77M11.0%+1.4%4.790%
4/25/2025Kendall Capital Management10,290$889K0.3%+10.6%0.104%
4/23/2025Creative Financial Designs Inc. ADV10,437$902K0.1%+7.5%0.106%
4/23/2025Golden State Wealth Management LLC1,100$95K0.0%+100.0%0.011%
4/22/2025Cambridge Investment Research Advisors Inc.15,957$1.38M0.0%-51.1%0.162%
4/17/2025Janney Montgomery Scott LLC4,909$424K0.0%+27.3%0.050%
4/15/2025CX 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%
1/17/2025Arkansas Financial Group Inc.29,598$2.40M0.4%+8.8%0.344%
1/17/2025Janney 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%
10/9/2024Christopher J. Hasenberg Inc146,620$12.52M5.2%N/A1.705%
10/5/2024Arkansas 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%
4/16/2024Arkansas 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%
2/23/2024Arkansas 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%
10/25/2023Arkansas 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%
7/17/2023GPS 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%
5/3/2023Arkansas 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%
4/5/2023BTS 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%
(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, 31 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 ($39.10M), Jones Financial Companies Lllp ($29.19M), Ameriprise Financial Inc. ($12.72M), Christopher J. Hasenberg Inc ($12.52M), Cornerstone Planning Group LLC ($12.50M), AXS Investments LLC ($9.25M), and M Holdings Securities Inc. ($8.68M).Learn more on iShares Residential and Multisector Real Estate ETF's institutional investors.

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

Of the 26 institutional investors that purchased iShares Residential and Multisector Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($337.35K), Christopher J. Hasenberg Inc ($146.62K), M Holdings Securities Inc. ($115.85K), AXS Investments LLC ($107.03K), Van ECK Associates Corp ($80.27K), Gamco Investors INC. ET AL ($50.47K), and Cornerstone Planning Group LLC ($49.55K).

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

Institutional investors have bought a total of 743,374 shares in the last 24 months. This purchase volume represents approximately $63.10M in transactions.

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

Of the 11 institutional investors that sold iShares Residential and Multisector Real Estate ETF's 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), Cambridge Investment Research Advisors Inc. ($16.70K), Ameriprise Financial Inc. ($15.59K), Franklin Parlapiano Turner & Welch LLC ($14.07K), CX Institutional ($6.79K), Keeley Teton Advisors LLC ($3.88K), and JPMorgan Chase & Co. ($1.19K).

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

Institutional investors have sold a total of 88,557 shares in the last 24 months. This volume of shares sold represents approximately $7.32M in transactions.


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This page (NYSEARCA:REZ) was last updated on 10/9/2025 by MarketBeat.com Staff
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