§ EQUITY
USDREZ
ISHARS RES AND MULTI REALES
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
87 increased/new, 42 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | 478K | 10.1% | +1% |
| Morgan Stanley | 494K | 0.0% | n/a |
| EVERGREEN CAPITAL MANAGEMENT LLC | 267K | 0.5% | +16% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 227K | 0.0% | n/a |
| Cornerstone Planning Group LLC | 201K | 2.4% | +15% |
| Aprio Wealth Management, LLC | 207K | 0.9% | +11% |
◇ AC INTELLIGENCE
Top institutional owners for REZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER72.9% · 136 holders
DEALER / BANK18.6% · 12 holders
INCOME / DEFENSIVE5.0% · 2 holders
QUALITY / COMPOUNDER3.3% · 3 holders
ACTIVIST0.1% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for REZ in the last 180 days.