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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)
9
Total
Institutional Inflows
(last 12 months)
$8.18M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.44M
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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
4/16/2024Arkansas 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%
3/1/2024ARK & 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%
1/8/2024 RVW 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%
10/12/2023 RVW 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%
4/11/2023 RVW 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%
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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%
2/6/2023Arkansas 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%
2/2/2023BTS 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%
1/30/2023Courage 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%
1/24/2023Saxon Interests Inc.14,086$981K0.6%+165.1%0.151%
1/23/2023JB Capital LLC3,134$214K0.0%N/A0.034%
1/23/2023 LexAurum Advisors LLC7,352$502K0.2%+12.6%0.079%
1/23/2023TAP Consulting LLC19,035$1.30M0.3%-5.5%0.204%
1/23/2023Astoria 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%
11/15/2022Eagle Strategies LLC22,627$1.63M0.8%-33.7%0.234%
11/15/2022Flow 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%
11/10/2022Envestnet Asset Management Inc.284,337$20.42M0.0%+25.5%2.946%
11/10/2022Sigma Planning Corp7,388$531K0.0%-3.8%0.077%
11/10/2022Seaview Investment Managers LLC3,640$262K0.1%-66.6%0.038%
11/10/2022Tower Research Capital LLC TRC18,988$1.36M0.0%+315.3%0.197%
11/10/2022Keeley Teton Advisors LLC68,952$4.95M0.7%+0.3%0.715%
11/10/2022UBS Group AG48,967$3.52M0.0%-74.9%0.507%
11/8/2022BTS Asset Management Inc.6,661$530K1.7%-39.9%0.069%
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11/8/2022Continuum Advisory LLC19,136$1.37M0.2%+4.8%0.198%
11/7/2022Buckingham Strategic Wealth LLC10,281$738K0.0%+4.9%0.107%
11/7/2022Castle Wealth Management LLC30,675$2.20M1.3%+3.9%0.318%
11/7/2022Arete Wealth Advisors LLC6,119$440K0.0%-10.2%0.063%
11/7/2022BOK Financial Private Wealth Inc.6,281$499K0.0%N/A0.065%
11/4/2022BOK Financial Private Wealth Inc.6,281$499K0.1%N/A0.065%
11/4/2022First Republic Investment Management Inc.107,642$7.73M0.0%+192.2%1.115%
11/3/2022Franklin Parlapiano Turner & Welch LLC365,645$26.26M9.3%-0.5%3.789%
11/2/2022Rockefeller Capital Management L.P.400$28K0.0%-81.9%0.004%
11/2/2022Kendall Capital Management9,580$688K0.4%+2.3%0.099%
(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, 121 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), Bank of America Corp DE ($43.58M), Franklin Parlapiano Turner & Welch LLC ($32.58M), Capital Asset Advisory Services LLC ($15.70M), Clearwater Capital Advisors LLC ($11.05M), Cetera Advisor Networks LLC ($8.09M), and First Republic Investment Management Inc. ($7.73M).Learn more on REZ's institutional investors.

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

Of the 92 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), Northwestern Mutual Wealth Management Co. ($143.61K), Envestnet Asset Management Inc. ($97.30K), Franklin Parlapiano Turner & Welch LLC ($90.88K), Cetera Advisor Networks LLC ($86.51K), First Republic Investment Management Inc. ($70.81K), and Bank of America Corp DE ($66.98K).

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

Institutional investors have bought a total of 2,366,243 shares in the last 24 months. This purchase volume represents approximately $189.54M in transactions.

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

Of the 55 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 ($45.37K), Flow Traders U.S. LLC ($34.35K), and Raymond James Financial Services Advisors Inc. ($33.56K).

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

Institutional investors have sold a total of 1,802,364 shares in the last 24 months. This volume of shares sold represents approximately $139.59M in transactions.


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This page (NYSEARCA:REZ) was last updated on 4/23/2024 by MarketBeat.com Staff

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