Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / RESIDENTIAL MULT
-
Total 13F shares
-
774,533
-
Share change
-
+15,406
-
Total reported value
-
$65,822,038
-
Price per share
-
$82.64
-
Number of holders
-
22
-
Value change
-
+$1,288,240
-
Number of buys
-
11
-
Number of sells
-
11
Institutional Holders of ISHARES TR - RESIDENTIAL MULT (REZ) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - RESIDENTIAL MULT (REZ) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
774,533 shares.
The largest 10 holders included
Franklin, Parlapiano, Turner & Welch, LLC, CASTLE WEALTH MANAGEMENT LLC, Sovereign Financial Group, Inc., Kure Advisory, LLC, Procyon Advisors, LLC, Burns Matteson Capital Management, LLC, Sincerus Advisory, LLC, Kendall Capital Management, Capital Asset Advisory Services LLC, and LongView Wealth Management.
This page lists
22
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.