Who owns REZ?
iShares Residential and Multisector Real Estate ETF · iShares
166 institutions reported holding REZ, worth $460.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of REZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $47.0M | 496,441 | +2,609 shares |
| Franklin, Parlapiano, Turner & Welch, LLC | Houston, TX | $45.2M | 477,843 | −490 shares |
| Evergreen Capital Management LLC | Bellevue, WA | $28.3M | 299,314 | +32,471 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $22.8M | 240,874 | +14,272 shares |
| Cornerstone Planning Group LLC | Fairfield, NJ | $20.4M | 208,847 | +7,881 shares |
| Aprio Wealth Management, LLC | Atlanta, GA | $18.1M | 190,724 | −16,143 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $15.8M | 167,046 | +38,538 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $15.3M | 161,436 | +16,987 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $15.0M | 158,504 | −1,903 shares |
| BARD Associates Inc. | Chicago, IL | $13.9M | 147,066 | +946 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: REZ vs BBHY, REZ vs EWS, REZ vs KSA, REZ vs PBOG.
Frequently asked questions
Who owns REZ?
166 institutional managers reported holding REZ in Form 13F filings for June 30, 2026, worth $460.9M in total. The largest reported position was held by Morgan Stanley, at $47.0M.
Did institutions buy or sell REZ last quarter?
Reported 13F value rose 13.7% from March 31, 2026, which includes price moves as well as buying and selling. 29 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is REZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.