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

iShares Residential and Multisector Real Estate ETF logo
$82.67 -0.67 (-0.80%)
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)
22
Total
Institutional Inflows
(last 12 months)
$74.00M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$6.24M
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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
5/16/2025 Jones Financial Companies Lllp337,805$29.19M0.0%+6,736.8%3.447%
5/14/2025 Keeley Teton Advisors LLC55,359$4.78M0.6%-1.8%0.565%
5/14/2025 Partners Capital Investment Group LLP57,980$5.01M0.1%+100.0%0.592%
5/9/2025 AXS Investments LLC107,027$9.25M2.6%N/A1.092%
5/2/2025 Burns Matteson Capital Management LLC18,782$1.62M0.8%+6.2%0.191%
4/30/2025 Leavell Investment Management Inc.6,287$543K0.0%N/A0.064%
4/30/2025 Cornerstone Planning Group LLC151,420$12.50M3.0%+7.1%1.537%
4/25/2025 Franklin Parlapiano Turner & Welch LLC471,804$40.77M11.0%+1.4%4.790%
4/25/2025 Kendall Capital Management10,290$889K0.3%+10.6%0.104%
4/23/2025 Creative Financial Designs Inc. ADV10,437$902K0.1%+7.5%0.106%
4/23/2025 Golden State Wealth Management LLC1,100$95K0.0%+100.0%0.011%
4/22/2025 Cambridge Investment Research Advisors Inc.15,957$1.38M0.0%-51.1%0.162%
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%
2/18/2025 Continuum Advisory LLC24,179$1.96M0.3%+1.2%0.281%
2/17/2025 Ameriprise Financial Inc.165,770$13.43M0.0%-5.5%1.928%
2/17/2025 Anderson Financial Strategies LLC17,732$1.44M0.9%N/A0.206%
2/13/2025 Keeley Teton Advisors LLC56,370$4.57M0.5%-4.8%0.655%
2/13/2025 M Holdings Securities Inc.107,167$8.68M1.4%N/A1.246%
2/11/2025 M Holdings Securities Inc.8,683$703K0.5%N/A0.101%
2/10/2025 Creative Financial Designs Inc. ADV9,712$787K0.1%N/A0.113%
2/6/2025 Jones Financial Companies Lllp4,941$400K0.0%+40.5%0.057%
1/31/2025 Partners Capital Investment Group LLP28,990$2.35M0.1%-50.0%0.337%
1/29/2025 Van ECK Associates Corp80,028$6.48M0.0%+24.6%0.931%
1/29/2025 Cornerstone Planning Group LLC141,362$11.74M2.9%+4.0%1.644%
1/28/2025 Golden State Wealth Management LLC550$45K0.0%N/A0.006%
1/23/2025 RVW Wealth LLC3,824$310K0.0%-12.9%0.044%
1/23/2025 Franklin 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%
12/26/2024 JPMorgan Chase & Co.730$65K0.0%+44.3%0.008%
11/15/2024 Continuum Advisory LLC23,883$2.06M0.3%-1.4%0.278%
11/6/2024 Cornerstone Planning Group LLC135,951$11.83M2.6%+5.1%1.581%
10/29/2024 Van 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%
10/23/2024 Franklin Parlapiano Turner & Welch LLC475,818$42.26M10.9%-0.8%5.533%
10/10/2024 Burns 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%
8/14/2024 Fairscale Capital LLC339$27K0.0%N/A0.004%
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8/12/2024 Kendall Capital Management9,576$737K0.2%-10.8%0.111%
7/31/2024 Van ECK Associates Corp64,478$4.96M0.0%+92.3%0.750%
7/9/2024Lynx Investment Advisory723$56K0.0%N/A0.008%
7/9/2024 Burns Matteson Capital Management LLC13,409$1.03M0.6%+29.7%0.156%
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%
2/21/2023 Northwestern 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%
2/10/2023 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%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
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%
2/8/2023Raymond 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%
2/8/2023 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%
2/7/2023 Commonwealth 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%
2/7/2023 IFP Advisors Inc7,765$472K0.0%-2.8%0.083%
(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 ($40.77M), Jones Financial Companies Lllp ($29.19M), Ameriprise Financial Inc. ($13.43M), 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 REZ's institutional investors.

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

Of the 25 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: 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), Franklin Parlapiano Turner & Welch LLC ($55.06K), 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 1,042,481 shares in the last 24 months. This purchase volume represents approximately $86.49M in transactions.

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

Of the 14 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), Cambridge Investment Research Advisors Inc. ($17.51K), Franklin Parlapiano Turner & Welch LLC ($14.07K), Plan Group Financial LLC ($11.96K), Ameriprise Financial Inc. ($9.56K), M Holdings Securities Inc. ($8.91K), and Keeley Teton Advisors LLC ($5.83K).

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

Institutional investors have sold a total of 107,516 shares in the last 24 months. This volume of shares sold represents approximately $8.58M in transactions.


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This page (NYSEARCA:REZ) was last updated on 6/13/2025 by MarketBeat.com Staff
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