iShares Residential and Multi Real Estate ETF

$REZ
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Institutional coverage

153 13F filers hold $REZ.

13F holders
153
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$REZ is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.18% to 0.32%, with an average of 0.25% of portfolio. Largest holder: Interactive Financial Advisors, Inc. at 0.32%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Interactive Financial Advisors, Inc.
0.32% NEW
α +15.2pts
02
Cornerstone Management, Inc.
0.18% NEW
α +12.4pts
03
Citigroup Inc.
0.00% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 153 · Source: 13F-HR
01
Stratos Investment Management, LLC
10.05% of portfolio
478,333 sh
02
Franklin, Parlapiano, Turner & Welch, LLC
10.18% of portfolio
474,430 sh
03
Bass Sid R
0.48% of portfolio
266,843 sh
04
Nbc Securities, Inc.
0.02% of portfolio
239,823 sh
05
Loomis Sayles & Co. L P
—
236,138 sh
06
1834 Investment Advisors Co.
0.01% of portfolio
226,602 sh
07
Soltis Investment Advisors LLC
0.94% of portfolio
206,867 sh
08
Whitcomb & Hess, Inc.
2.41% of portfolio
200,966 sh
09
Sheaff Brock Investment Advisors, LLC
0.01% of portfolio
188,080 sh
10
Raymond James Financial Inc.
—
160,407 sh
See all 153 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $REZ in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $REZ in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:07 UTC.