REZ — ISHARES RESIDENTIAL AND MULTIS
Reported value held$80.89M
Funds holding (latest)16
Sector—
Funds holding (Q2 2026)9
Institutional value$69.08M · 729.18K sh
New / Add / Cut / Exit1 / 4 / 3 / 1
Top-5 / Top-10 concentration95.9% / 100.0%
Institutional holdings change
Reducing -5.8%
(-44.52K sh)
Institutional value change
Up +7.3%
As of Q2 2026, 9 SEC-registered investment managers reported holding REZ (ISHARES RESIDENTIAL AND MULTIS) in their latest 13F filings, with a combined reported value of $69.08M across 729.18K shares. That is -5.8% by share count (-44.52K shares) versus the previous quarter, while reported value moved +7.3%. Ownership is concentrated: the five largest holders account for 95.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 4 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 496.44K | $47.01M | 0.00% | Add |
| Bank of America Corp history | 98.42K | $9.32M | 0.00% | Add |
| JPMorgan Chase & Co history | 44.70K | $4.26M | 0.00% | New |
| Wells Fargo & Co history | 34.37K | $3.25M | 0.00% | Reduce |
| UBS Group AG history | 25.26K | $2.39M | 0.00% | Reduce |
| Citigroup Inc history | 24.15K | $2.29M | 0.00% | Add |
| D. E. Shaw & Co history | 3.46K | $327.24K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.88K | $177.76K | 0.00% | Add |
| BlackRock Inc history | 504 | $47.71K | 0.00% | Hold |
Q1 2026 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 493.83K | $41.09M | 0.00% | Reduce |
| Bank of America Corp history | 97.13K | $8.08M | 0.00% | Add |
| Wells Fargo & Co history | 73.42K | $6.11M | 0.00% | Add |
| Two Sigma Investments history | 72.60K | $6.04M | 0.01% | Reduce |
| UBS Group AG history | 30.27K | $2.52M | 0.00% | Add |
| D. E. Shaw & Co history | 4.66K | $387.43K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 932 | $77.57K | 0.00% | Reduce |
| BlackRock Inc history | 504 | $41.93K | 0.00% | Hold |
| Citigroup Inc history | 359 | $29.87K | 0.00% | New |
Q4 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 509.04K | $42.07M | 0.00% | Add |
| Bank of America Corp history | 91.21K | $7.54M | 0.00% | Add |
| Two Sigma Investments history | 80.83K | $6.68M | 0.01% | New |
| Citadel Advisors history | 42.36K | $3.50M | 0.00% | Add |
| Wells Fargo & Co history | 37.98K | $3.14M | 0.00% | Reduce |
| UBS Group AG history | 29.40K | $2.43M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 24.62K | $2.03M | 0.00% | Add |
| Goldman Sachs Group history | 15.12K | $1.25M | 0.00% | Reduce |
| D. E. Shaw & Co history | 3.44K | $284.28K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.32K | $109.23K | 0.00% | Reduce |
| BlackRock Inc history | 504 | $41.64K | 0.00% | Hold |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 491.85K | $41.79M | 0.00% | Reduce |
| Bank of America Corp history | 66.21K | $5.63M | 0.00% | Reduce |
| Wells Fargo & Co history | 40.89K | $3.47M | 0.00% | Add |
| UBS Group AG history | 33.70K | $2.86M | 0.00% | Hold |
| Citadel Advisors history | 18.23K | $1.55M | 0.00% | Reduce |
| Goldman Sachs Group history | 16.84K | $1.43M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 16.71K | $1.42M | 0.00% | Add |
| D. E. Shaw & Co history | 2.63K | $223.13K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.64K | $139.43K | 0.00% | Add |
| BlackRock Inc history | 504 | $42.81K | 0.00% | Reduce |
Q2 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 529.07K | $43.56M | 0.00% | Add |
| Bank of America Corp history | 73.11K | $6.02M | 0.00% | Add |
| Citadel Advisors history | 51.19K | $4.21M | 0.00% | Add |
| Wells Fargo & Co history | 40.56K | $3.34M | 0.00% | Reduce |
| UBS Group AG history | 33.82K | $2.79M | 0.00% | Reduce |
| BlackRock Inc history | 32.34K | $2.66M | 0.00% | Hold |
| Goldman Sachs Group history | 23.94K | $1.97M | 0.00% | New |
| D. E. Shaw & Co history | 8.19K | $674.61K | 0.00% | Add |
| JPMorgan Chase & Co history | 2.49K | $205.33K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.53K | $125.94K | 0.00% | Reduce |
| PNC Financial Services history | 75 | $6.18K | 0.00% | New |
Q1 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 468.32K | $40.47M | 0.00% | Add |
| Wells Fargo & Co history | 64.00K | $5.53M | 0.00% | Add |
| Bank of America Corp history | 57.51K | $4.97M | 0.00% | Reduce |
| UBS Group AG history | 35.22K | $3.04M | 0.00% | Reduce |
| Citadel Advisors history | 33.74K | $2.92M | 0.00% | Reduce |
| BlackRock Inc history | 32.34K | $2.79M | 0.00% | Hold |
| Marshall Wace history | 7.92K | $684.36K | 0.00% | New |
| D. E. Shaw & Co history | 7.49K | $647.54K | 0.00% | Add |
| JPMorgan Chase & Co history | 3.69K | $318.67K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.87K | $161.88K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 44.70K sh · $4.26M
Fully Exited (vs previous quarter)
- Two Sigma Investments sold 72.60K sh · $6.04M
Fund Position History — shares by quarter (top 16 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 496.44K | 493.83K | 509.04K | 491.85K | 529.07K | 468.32K | 390.86K | 376.90K | 313.88K | 362.47K | 364.63K | 399.72K | 414.47K | 407.11K | 426.23K | 482.57K | 483.95K | 477.18K | 310.41K | 157.06K |
| Bank of America Corp | 98.42K | 97.13K | 91.21K | 66.21K | 73.11K | 57.51K | 58.66K | 58.77K | 64.84K | 68.62K | 79.77K | 95.59K | 268.54K | 232.69K | 307.52K | 468.08K | 376.38K | 454.41K | 387.43K | 292.26K |
| JPMorgan Chase & Co | 44.70K | — | 24.62K | 16.71K | 2.49K | 3.69K | 735 | 730 | 506 | 2.13K | 2.31K | 3.71K | 3.83K | 3.75K | 3.75K | 4.75K | 1.08M | 4.82K | 5.04K | 4.37K |
| Wells Fargo & Co | 34.37K | 73.42K | 37.98K | 40.89K | 40.56K | 64.00K | 52.45K | 58.68K | 54.03K | 51.58K | 77.73K | 92.79K | 113.15K | 85.41K | 91.50K | 125.87K | 107.18K | 231.68K | 210.46K | 190.41K |
| UBS Group AG | 25.26K | 30.27K | 29.40K | 33.70K | 33.82K | 35.22K | 50.92K | 87.08K | 59.13K | 60.92K | 60.62K | 45.15K | 44.79K | 47.23K | 48.59K | 48.97K | 195.01K | 230.54K | 187.03K | 202.07K |
| Citigroup Inc | 24.15K | 359 | — | — | — | — | — | 1.51K | — | — | — | — | — | — | — | — | — | — | — | — |
| D. E. Shaw & Co | 3.46K | 4.66K | 3.44K | 2.63K | 8.19K | 7.49K | 6.80K | — | 5.92K | 6.96K | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 1.88K | 932 | 1.32K | 1.64K | 1.53K | 1.87K | 1.11K | 300 | 137 | 203 | 324 | 279 | 265 | 24 | 96 | 497 | 596 | 713 | 737 | 646 |
| BlackRock Inc | 504 | 504 | 504 | 504 | 32.34K | 32.34K | 32.34K | 32.34K | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | 42.36K | 18.23K | 51.19K | 33.74K | 37.57K | 35.89K | 9.45K | 30.00K | 55.25K | 52.52K | 51.09K | 16.59K | 7.38K | 56.72K | 16.90K | 26.77K | 10.00K | 52.61K |
| Goldman Sachs Group | — | — | 15.12K | 16.84K | 23.94K | — | 95.70K | 20.48K | 19.99K | 46.05K | 62.96K | 8.43K | 69.87K | 91.25K | 154.10K | 95.78K | 118.26K | 42.38K | 70.56K | 3.02K |
| Two Sigma Investments | — | 72.60K | 80.83K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 16.60K | — | — | 9.80K | 7.60K | — |
| Marshall Wace | — | — | — | — | — | 7.92K | — | — | — | — | — | — | — | — | — | 13.04K | 25.68K | 4.91K | — | 3.36K |
| Millennium Management | — | — | — | — | — | — | — | — | — | 4.63K | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | 75 | — | — | 75 | 75 | 75 | 75 | 75 | 195 | 75 | 418 | 418 | 418 | 418 | 75 | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details