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

iShares Residential and Multisector Real Estate ETF logo
$87.66 +0.49 (+0.56%)
Closing price 04:10 PM Eastern
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$87.40 -0.26 (-0.30%)
As of 05:55 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)
17
Total
Institutional Inflows
(last 12 months)
$12.57M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.38M
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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
10/2/2026 CX Institutional12,559$1.11M0.0%N/A0.140%
7/9/2026Franklin Parlapiano Turner & Welch LLC477,843$45.25M10.2%-0.1%5.166%
7/2/2026 CX Institutional13,531$1.28M0.0%-8.0%0.146%
5/14/2026Gamco Investors INC. ET AL42,458$3.53M0.0%-7.3%0.454%
5/6/2026Cornerstone Planning Group LLC200,966$18.06M2.5%+15.0%2.149%
5/6/2026Main Street Group LTD1,023$85K0.0%N/A0.011%
5/6/2026AXS Investments LLC47,850$3.98M1.6%-0.7%0.512%
4/27/2026Sound Income Strategies LLC2,218$186K0.0%-4.8%0.023%
2/23/2026Monetary Solutions Ltd315$26K0.0%N/A0.003%
2/13/2026Van ECK Associates Corp139,276$11.51M0.0%+3.7%1.490%
2/11/2026Janney Montgomery Scott LLC2,838$235K0.0%-41.0%0.030%
2/11/2026Continuum Advisory LLC24,907$2.06M0.2%-5.5%0.266%
2/10/2026AXS Investments LLC48,191$3.98M1.9%-33.5%0.515%
2/6/2026Creative Financial Designs Inc. ADV14,702$1.22M0.1%+7.3%0.157%
2/5/2026Gamco Investors INC. ET AL45,777$3.78M0.0%-1.7%0.490%
2/4/2026Dynamic Wealth Strategies LLC588$49K0.0%-91.9%0.006%
2/2/2026Cornerstone Planning Group LLC174,781$14.42M2.3%+1.4%1.879%
1/26/2026Lederer & Associates Investment Counsel CA6,905$571K0.4%+190.7%0.074%
1/23/2026Farther Finance Advisors LLC6,455$533K0.0%N/A0.069%
1/22/2026Franklin Parlapiano Turner & Welch LLC474,430$41.00M10.2%+1.1%5.101%
1/21/2026Sound Income Strategies LLC2,331$201K0.0%+19.3%0.025%
1/16/2026Kendall Capital Management11,873$981K0.2%+9.6%0.128%
1/15/2026Burns Matteson Capital Management LLC22,439$1.85M0.6%-3.3%0.241%
1/12/2026RVW Wealth LLC3,504$290K0.0%-5.2%0.037%
1/1/2026JPMorgan Chase & Co.16,710$1.42M0.0%+570.3%0.179%
11/17/2025Ameriprise Financial Inc.156,623$13.31M0.0%+1.4%1.675%
11/13/2025Kendall Capital Management10,829$920K0.2%+1.4%0.116%
11/13/2025Van ECK Associates Corp134,348$11.42M0.0%+21.6%1.437%
11/12/2025Gamco Investors INC. ET AL46,587$3.96M0.0%-7.7%0.498%
11/12/2025Creative Financial Designs Inc. ADV13,706$1.17M0.1%+10.1%0.147%
11/10/2025Cozad Asset Management Inc.4,318$367K0.0%-10.2%0.046%
11/7/2025JPMorgan Chase & Co.16,710$1.42M0.0%+570.3%0.179%
11/4/2025Cornerstone Planning Group LLC172,308$14.12M1.7%+2.7%1.833%
11/4/2025Jones Financial Companies Lllp6,700$563K0.0%+15.0%0.071%
11/4/2025AXS Investments LLC72,489$6.16M2.7%+6.1%0.771%
10/28/2025Leavell Investment Management Inc.17,380$1.48M0.1%+40.3%0.186%
10/23/2025Franklin Parlapiano Turner & Welch LLC469,127$39.86M10.1%-1.2%4.991%
10/23/2025 CX Institutional15,716$1.34M0.0%+96.0%0.167%
10/21/2025RVW Wealth LLC3,698$314K0.0%-6.2%0.039%
10/16/2025Burns Matteson Capital Management LLC23,207$1.97M0.7%+22.8%0.247%
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10/10/2025Sound Income Strategies LLC1,954$160K0.0%-21.5%0.021%
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%
7/11/2025 CX 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%
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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%


REZ Institutional Ownership - Frequently Asked Questions

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 ($45.25M), Cornerstone Planning Group LLC ($18.06M), Ameriprise Financial Inc. ($13.31M), Christopher J. Hasenberg Inc ($12.52M), Van ECK Associates Corp ($11.51M), M Holdings Securities Inc. ($8.68M), and Partners Capital Investment Group LLP ($5.01M).Learn more on iShares Residential and Multisector Real Estate ETF's institutional investors.

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 ($335.16K), Christopher J. Hasenberg Inc ($146.62K), M Holdings Securities Inc. ($115.85K), AXS Investments LLC ($111.23K), Cornerstone Planning Group LLC ($55.31K), Gamco Investors INC. ET AL ($50.47K), and Van ECK Associates Corp ($44.62K).

Institutional investors have bought a total of 148,684 shares in the last 24 months. This purchase volume represents approximately $12.57M in transactions.

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: AXS Investments LLC ($24.64K), Gamco Investors INC. ET AL ($8.01K), Dynamic Wealth Strategies LLC ($6.68K), Franklin Parlapiano Turner & Welch LLC ($6.17K), Janney Montgomery Scott LLC ($1.97K), Continuum Advisory LLC ($1.44K), and CX Institutional ($1.17K).

Institutional investors have sold a total of 52,431 shares in the last 24 months. This volume of shares sold represents approximately $4.38M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:REZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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