Who owns iShares Residential and Multisector Real Estate ETF?
Institutional ownership of REZ from SEC Form 13F filings across 109 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
109
13F holders
$296.9M
value, 2026 filers
34.9%
of shares outstanding (3.2M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of REZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 496,441 | $47.0M | 0.0% | 5.5% | +0.5% |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | 299,314 | $28.3M | 0.5% | 3.3% | +12.2% |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 240,874 | $22.8M | 0.0% | 2.6% | +6.3% |
| 4 | Cornerstone Planning Group LLC | 208,847 | $20.4M | 2.6% | 2.3% | +3.9% |
| 5 | RAYMOND JAMES FINANCIAL INC | 167,046 | $15.8M | 0.0% | 1.8% | +30.0% |
| 6 | ROYAL BANK OF CANADA | 161,436 | $15.3M | 0.0% | 1.8% | +11.8% |
| 7 | AMERIPRISE FINANCIAL INC | 158,504 | $15.0M | 0.0% | 1.7% | -1.2% |
| 8 | LPL Financial LLC | 143,866 | $13.6M | 0.0% | 1.6% | +0.9% |
| 9 | VAN ECK ASSOCIATES CORP | 125,647 | $11.9M | 0.0% | 1.4% | -47.6% |
| 10 | BANK OF AMERICA CORP /DE/ | 98,424 | $9.3M | 0.0% | 1.1% | +1.3% |
| 11 | OSAIC HOLDINGS, INC. | 77,357 | $7.3M | 0.0% | 0.8% | +17.0% |
| 12 | Focus Partners Advisor Solutions, LLC | 73,360 | $6.9M | 0.1% | 0.8% | +150.4% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 62,370 | $5.9M | 0.0% | 0.7% | +0.7% |
| 14 | Fonville Wealth Management LLC | 56,083 | $5.3M | 0.9% | 0.6% | -0.8% |
| 15 | MML INVESTORS SERVICES, LLC | 52,165 | $4.9M | 0.0% | 0.6% | +12.6% |
| 16 | Cetera Investment Advisers | 48,533 | $4.6M | 0.0% | 0.5% | +2.3% |
| 17 | JPMORGAN CHASE & CO | 44,699 | $4.3M | 0.0% | 0.5% | -19.2% |
| 18 | Sanctuary Advisors, LLCNEW | 40,712 | $3.9M | 0.0% | 0.4% | new |
| 19 | Summit Financial, LLC | 38,501 | $3.6M | 0.0% | 0.4% | +5.8% |
| 20 | Mariner, LLC | 37,995 | $3.6M | 0.0% | 0.4% | -0.6% |
| 21 | WELLS FARGO & COMPANY/MN | 34,367 | $3.3M | 0.0% | 0.4% | -53.2% |
| 22 | Cambridge Investment Research Advisors, Inc. | 30,734 | $2,910 | 0.0% | 0.3% | +90.1% |
| 23 | Focus Partners Wealth | 27,231 | $2.6M | 0.0% | 0.3% | -0.8% |
| 24 | Continuum Advisory, LLC | 26,077 | $2.5M | 0.2% | 0.3% | +4.4% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,366 | $2.4M | 0.0% | 0.3% | -32.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.