iShares Residential and Multisector Real Estate ETF (REZ)

ETF ยท NYSE Arca

iShares Residential and Multisector Real Estate ETF (REZ) is an exchange-traded fund listed on NYSE Arca, where it has traded since May 1, 2007.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
May 1, 2007

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 165 institutions reported holding REZ, with 4.8 million shares worth $458.7 million in aggregate. The largest reported holder was Morgan Stanley, with 496,441 shares worth $47.0 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Morgan Stanley496,441$47MAdded 0.53%
Franklin, Parlapiano, Turner & Welch477,843$45MReduced 0.1%
Evergreen Capital Management299,314$28MAdded 12.17%
Northwestern Mutual Wealth Management240,874$23MAdded 6.3%
Cornerstone Planning Group208,847$20MAdded 3.92%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is REZ?

iShares Residential and Multisector Real Estate ETF (REZ) is an exchange-traded fund listed on NYSE Arca, where it has traded since May 1, 2007.

Who are the largest institutional holders of REZ?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of REZ were Morgan Stanley, Franklin, Parlapiano, Turner & Welch and Evergreen Capital Management.

How many institutions own REZ?

165 institutions reported a position in REZ for the quarter ended June 30, 2026, worth $458.7 million in total.

Did institutions buy or sell REZ last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for REZ.

Every reported institutional holder, plus insider and congressional trades in REZ, on SentiSense.