Skip to content
Disclosery

REZ ISHARES TR

Follow

RESIDENTIAL MULT (fund)

159 managers (161 13F filers) reported a position in REZ shares at 2025-09-30, 4,712,932 shares in all. 16 filers opened a position and 12 filers sold out during the quarter.

Managers
159
13F filers
161
New
16
Added
73
Reduced
41
Sold out
12
Shares held by filers
4,712,932

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY491,850$41.8M<0.01%-37,21713F-HR/ATimelineGroup
Franklin, Parlapiano, Turner & Welch, L…469,127$39.9M10.07%-5,68013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…250,869$21.3M0.01%-42,33313F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.181,105$15.4M2.34%+1,72913F-HRTimeline
Aprio Wealth Management, LLC177,814$15.1M1.5%-76,04713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC167,653$14.2M0.34%+5,37713F-HRTimeline
Cornerstone Planning Group LLC172,308$14.1M2.26%+4,55113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC156,623$13.3M<0.01%+2,13613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA153,769$13.1M<0.01%+6,50313F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP134,348$11.4M0.01%+23,89513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,307$11M0.02%+8,69013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC118,489$10.1M<0.01%+93,74513F-HRTimelineGroup
LPL Financial LLC117,675$10M<0.01%-1,34513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding113,253$9.53M+45,554Timeline
Ascension Capital Advisors, Inc.94,848$8.06M3.14%+9213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding89,293$7.59M-3,388Timeline
Madrid Financial Services82,131$6.98M4.36%-10,19813F-HRTimeline
BARD ASSOCIATES INC78,266$6.65M1.76%+70,47413F-HRTimeline
AXS Investments LLC72,489$6.16M1.94%+4,19913F-HR/ATimeline
Plan Group Financial, LLC67,368$5.72M1.54%+1,26613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/66,213$5.63M<0.01%-6,90013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC61,293$5.21M0.01%-5,78313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC57,393$4.88M1.65%+1,66313F-HRTimeline
Sovereign Financial Group, Inc.52,769$4.48M0.84%+3,55313F-HRTimeline
Fonville Wealth Management LLC51,749$4.4M0.99%+61313F-HRTimeline
Cetera Investment Advisers48,134$4.09M<0.01%+10,56113F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)46,587$3.96M0.04%-3,88113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,892$3.47M<0.01%+33613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC40,606$3.45M<0.01%-4,16313F-HRTimelineGroup
Kure Advisory, LLC39,886$3.39M2.09%+1,37113F-HRTimeline
Procyon Advisors, LLC39,447$3.35M0.2%-2,63613F-HRTimeline
UBS Group AGin group UBS Group AG33,699$2.86M<0.01%-12513F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.32,869$2.79M0.41%+2,05913F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC32,815$2.79M<0.01%+1,47013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP28,990$2.46M0.1%013F-HRTimeline
Continuum Advisory, LLC26,345$2.24M0.24%+90913F-HRTimeline
Mission Hills Financial Advisory, LLC25,552$2.17M1.15%+10213F-HRTimeline
Prosperitas Financial LLC24,994$2.12M0.88%+56413F-HRTimeline
Pacific Sun Financial Corp23,890$2.03M0.98%+2613F-HRTimeline
Burns Matteson Capital Management, LLC23,207$1.97M0.83%+4,31613F-HRTimeline
High Probability Advisors, LLC23,005$1.95M0.27%+3213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,135$1.71M<0.01%+8,65813F-HRTimelineGroup
Cornerstone Management, Inc.19,838$1.69M0.28%+1713F-HRTimeline
Anderson Financial Strategies, LLC19,812$1.68M1%+1,79113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.17,380$1.48M0.06%+4,99613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,835$1.43M<0.01%-7,10613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,710$1.42M<0.01%+14,21713F-HR/ATimelineGroup
CX Institutional15,716$1.33M0.04%+7,69713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,635$1.33M<0.01%-31,65113F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,506$1.32M<0.01%+13213F-HRTimeline
Sincerus Advisory, LLC15,023$1.28M1.09%+1,03213F-HRTimeline
Qube Research & Technologies Ltd14,907$1.27M<0.01%+1,17613F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,084$1.2M0.06%new13F-HRTimeline
One Wealth Map LLC14,250$1.19M0.64%-14813F-HRTimeline
M Wealth Management, LLC13,909$1.18M1.04%+23713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,706$1.16M0.08%+1,25213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,916$1.1M<0.01%+25813F-HRTimelineGroup
Strategic Financial Concepts, LLC12,609$1.07M0.16%-1,01413F-HRTimeline
Capital Asset Advisory Services LLC11,282$959K0.04%-70313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,249$956K<0.01%013F-HRTimelineGroup
Kendall Capital Management10,829$920K0.21%+14613F-HRTimeline
Comprehensive Wealth Management, LLC10,821$919K0.65%+2,92213F-HRTimeline
Buck Wealth Strategies, LLC9,980$848K0.12%new13F-HRTimeline
Global Retirement Partners, LLC9,289$789K0.02%-4,97513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,046$769K<0.01%new13F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.8,500$722K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC7,777$661K<0.01%-24613F-HRTimeline
Everstar Asset Management, LLC7,636$649K0.37%+17813F-HRTimeline
Valtrion Capital Management, LLC7,584$644K0.69%+92613F-HR/ATimeline
SeaCrest Wealth Management, LLC7,580$626K0.07%+8113F-HRTimeline
Dynamic Wealth Strategies, LLC7,272$618K0.41%+4,44013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.7,227$614K0.33%-61213F-HRTimeline
Beta Wealth Group, Inc.7,227$614K0.24%+17913F-HRTimeline
Orion Porfolio Solutions, LLC7,184$610K<0.01%+70413F-HRTimeline
AE Wealth Management LLC6,816$579K<0.01%-7,92413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,700$563K<0.01%+87413F-HRTimelineGroup
Courage Miller Partners, LLC6,374$542K0.16%-913F-HRTimeline
American Financial Advisors, LLC6,125$520K0.07%-59913F-HRTimeline
Castleview Partners, LLC5,831$495K0.27%+1,63013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC5,789$492K0.18%+1,99213F-HRTimeline
Connecticut Wealth Management, LLC5,750$489K0.02%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,550$472K0.01%+55013F-HRTimeline
Janney Montgomery Scott LLC4,812$409K<0.01%-10013F-HRTimeline
Navis Wealth Advisors, LLC4,614$392K0.29%+2713F-HRTimeline
COZAD ASSET MANAGEMENT INC4,318$367K0.03%-49013F-HRTimeline
Kesler, Norman & Wride, LLC4,479$363K0.07%new13F-HRTimeline
Valmark Advisers, Inc.3,781$321K<0.01%-12713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,714$316K0.01%-10013F-HRTimelineGroup
RVW Wealth, LLC3,698$314K0.02%-24413F-HRTimeline
Boltwood Capital Management3,600$306K0.08%013F-HRTimeline
Disciplined Investments, LLC3,583$304K0.12%013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,486$296K0.01%-3813F-HRTimeline
&PARTNERS3,456$294K<0.01%+313F-HRTimeline
Summit Financial, LLC3,425$291K<0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,422$291K0.01%-70213F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,397$289K0.09%013F-HRTimeline
Focus Financial Network, Inc.3,396$289K0.01%new13F-HRTimeline
CENTRAL TRUST Co3,179$270K0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,096$263K<0.01%+38413F-HRTimelineGroup
SHUFRO ROSE & CO LLC3,000$259K0.02%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,978$253K0.09%+34313F-HRTimeline
McAdam, LLC2,865$243K0.01%-6813F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,856$243K0.08%+14113F-HRTimelineGroup
Proficio Capital Partners LLC2,670$227K0.02%013F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,626$223K<0.01%-5,56713F-HRTimelineGroup
RDA Financial Network2,603$221K0.05%-43213F-HRTimeline
CHOREO, LLC2,563$218K<0.01%+1813F-HRTimeline
Pacific Center for Financial Services2,455$209K0.05%013F-HRTimeline
Creative Planningin group Creative Planning2,425$206K<0.01%new13F-HRTimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…2,375$202K0.13%013F-HRTimeline
JB Capital LLC2,377$202K0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,954$160K0.01%-53513F-HRTimeline
FMR LLCin group FMR LLC1,641$139K<0.01%+11113F-HRTimelineGroup
COMERICA BANK1,594$135K<0.01%+7613F-HRTimeline
DHJJ Financial Advisors, Ltd.1,547$131K0.04%-50013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,478$126K<0.01%+43113F-HRTimeline
Steward Partners Investment Advisory, L…1,268$108K<0.01%+33013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,200$102K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC1,156$98.2K<0.01%new13F-HRTimeline
Main Street Group, LTD1,022$86.8K0.03%+213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/761$64.6K<0.01%+5713F-HRTimelineGroup
MAI Capital Management535$45.5K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.504$42.8K<0.01%-31,83713F-HRTimelineGroup
Golden State Wealth Management, LLC365$31K<0.01%013F-HRTimeline
Fairscale Capital, LLC339$28.8K0.02%013F-HRTimeline
SIMPLEX TRADING, LLC326$27K<0.01%+10813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC296$25.2K<0.01%+13413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC287$24.2K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.268$22.8K<0.01%+113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT263$22.3K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC254$21.6K<0.01%new13F-HRTimelineGroup
Allworth Financial LP248$21.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.240$20.4K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC236$20.1K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC200$17K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL151$12.8K<0.01%-2913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management135$11.5K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC117$9.96K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.112$9.52K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$9.01K<0.01%-613F-HRTimelineGroup
Geneos Wealth Management Inc.100$8.5K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC97$8.24K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC85$7.21K<0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.66$5.61K<0.01%013F-HRTimelineGroup
Strategic Advocates LLC61$5.18K<0.01%new13F-HRTimeline
Investors Research Corp57$4.84K<0.01%+113F-HRTimeline
Rossmore Private Capital57$4.84K<0.01%new13F-HRTimeline
IFP Advisors, Inc56$4.76K<0.01%+2013F-HR/ATimeline
Dunhill Financial, LLC37$3.14K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division29$2.46K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.78K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC20$1.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…19$1.65K<0.01%+213F-HRTimelineGroup
Realta Investment Advisors19$1.61K<0.01%new13F-HRTimeline
JDM Financial Group LLC12$1.03K<0.01%013F-HRTimeline
Parallel Advisors, LLC12$1.02K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC11$935<0.01%new13F-HRTimeline
LRI Investments, LLC7$595<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC5$00%-1413F-HRTimelineGroupValue filed as zero, left out of ratios.