Who Owns REZ?
iShares Residential and Multisector Real Estate ETF — Institutional Ownership & 13F Holdings
$88.17
-0.08 (-0.09%)
Market Cap
$848.1M
Shares Outstanding
8,911,551
Institutional Holders
162
Total Inst. Value
$394.1M
% of Float Held
—
QoQ Holder Change
+69
Institutional data as of Q1 2025
New Positions
44
Closed Positions
31
Increased
45
Decreased
42
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Franklin, Parlapiano, Turner & Welch, LLCNew | $40.8M | 471,804 |
| 2 | MORGAN STANLEY | $40.5M | 468,324 |
| 3 | TOBIAS FINANCIAL ADVISORS, INC. | $27.0M | 312,427 |
| 4 | Aprio Wealth Management, LLC | $26.0M | 300,753 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.6M | 238,595 |
| 6 | JONES FINANCIAL COMPANIES LLLP | $17.7M | 337,805 |
| 7 | AMERIPRISE FINANCIAL INC | $13.9M | 160,511 |
| 8 | ROYAL BANK OF CANADA | $13.1M | 152,063 |
| 9 | EVERGREEN CAPITAL MANAGEMENT LLC | $12.9M | 149,599 |
| 10 | Cornerstone Planning Group LLC | $12.5M | 151,420 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLCNew | +472K | $40.8M |
| MORGAN STANLEY | +77K | $40.5M |
| TOBIAS FINANCIAL ADVISORS, INC. | +18K | $27.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +43K | $20.6M |
| JONES FINANCIAL COMPANIES LLLP | +333K | $17.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. | -1.3M | $735K |
| ASSETMARK, INC | -1.1M | $49K |
| Strategic Financial Concepts, LLC | -1.0M | $1.2M |
| Proficio Capital Partners LLC | -999K | $231K |
| LPL Financial LLC | -83K | $8K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold REZ?
As of Q1 2025, 162 institutional investors report holding REZ (iShares Residential and Multisector Real Estate ETF) in their 13F filings.
Which hedge fund owns the most REZ?
The largest institutional holder of REZ is Franklin, Parlapiano, Turner & Welch, LLC with $40.8M in shares.
Are institutions buying or selling REZ?
This quarter, 44 institutions opened new positions in REZ and 31 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.