REZ ISHARES TR
FollowRESIDENTIAL MULT (fund)
Filings received so far for Q3 2026: 14 13F filers report a position in REZ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Kure Advisory, LLC | 50,199 | $4.43M | 2.05% | +1,371 | 13F-HRTimeline |
| Sincerus Advisory, LLC | 20,286 | $1.79M | 1.17% | +1,522 | 13F-HRTimeline |
| Everhart Financial Group, Inc. | 15,771 | $1.39M | 0.09% | new | 13F-HRTimeline |
| CX Institutional | 12,559 | $1.11M | 0.03% | -972 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 5,785 | $511K | <0.01% | -361 | 13F-HRTimeline |
| Boltwood Capital Management | 3,600 | $318K | 0.07% | 0 | 13F-HRTimeline |
| Go Invest LLC | 3,328 | $294K | 0.06% | +240 | 13F-HRTimeline |
| RVW Wealth, LLC | 3,228 | $285K | 0.02% | -202 | 13F-HRTimeline |
| CONGRESS ASSET MANAGEMENT CO | 13,633 | $13.6K | <0.01% | new | 13F-HRTimeline |
| CoreCap Advisors, LLC | 101 | $8.92K | <0.01% | 0 | 13F-HRTimeline |
| Bank of New Hampshire | 71 | $6.27K | <0.01% | new | 13F-HRTimeline |
| Investors Research Corp | 57 | $5.04K | <0.01% | 0 | 13F-HRTimeline |
| Central Pacific Bank - Trust Division | 29 | $2.56K | <0.01% | 0 | 13F-HRTimeline |
| GAMMA Investing LLC | 21 | $1.85K | <0.01% | new | 13F-HRTimeline |