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

iShares Residential and Multisector Real Estate ETF logo
$84.63 +0.98 (+1.17%)
As of 05/2/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$35.13M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$6.18M
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REZ Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/17/2025Ameriprise 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%
2/10/2025 Creative 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%
1/29/2025 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%
1/23/2025RVW 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%
12/26/2024JPMorgan 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%
10/29/2024Van 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%
10/23/2024 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%
8/14/2024Fairscale Capital LLC339$27K0.0%N/A0.004%
8/12/2024 Kendall 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%
7/9/2024 Burns Matteson Capital Management LLC13,409$1.03M0.6%+29.7%0.156%
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5/15/2024Keeley 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%
4/30/2024Van 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%
3/1/2024 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%
2/13/2024Keeley 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%
1/26/2024 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%
1/8/2024RVW 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%
11/8/2023 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%
10/12/2023RVW 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%
7/28/2023 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%
5/12/2023NewEdge Advisors LLC22,359$1.58M0.0%-3.9%0.251%
5/11/2023 Kendall Capital Management10,136$716K0.3%+3.5%0.114%
5/10/2023Keeley 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%
5/1/2023Cozad 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%
2/10/2023 Continuum 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%
2/9/2023 Castle 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%
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2/8/2023 Interactive Financial Advisors33,403$2.28M1.4%+19.2%0.357%
2/8/2023UBS Group AG48,587$3.32M0.0%-0.8%0.520%
2/8/2023 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%
2/7/2023LPL Financial LLC96,234$6.58M0.0%-17.3%1.029%
2/7/2023IFP Advisors Inc7,765$472K0.0%-2.8%0.083%
2/7/2023 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%
(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), Ameriprise Financial Inc. ($13.43M), Christopher J. Hasenberg Inc ($12.52M), Cornerstone Planning Group LLC ($12.50M), 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 24 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 ($61.20K), Cornerstone Planning Group LLC ($49.55K), Plan Group Financial LLC ($30.92K), and Burns Matteson Capital Management LLC ($18.67K).

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

Institutional investors have bought a total of 580,081 shares in the last 24 months. This purchase volume represents approximately $46.42M 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), 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 ($5.34K).

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

Institutional investors have sold a total of 107,951 shares in the last 24 months. This volume of shares sold represents approximately $8.59M in transactions.



This page (NYSEARCA:REZ) was last updated on 5/4/2025 by MarketBeat.com Staff
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