iShares Residential and Multisector Real Estate ETF

REZ

Market cap $796M

Overview Fund Activity

83.33 USD

+0.27

0.33%

At close Updated Sep 17, 10:20 AM EDT

1 day

0.33%

5 days

-1.22%

1 month

2.32%

3 months

1.81%

6 months

-2.99%

Year to date

3.93%

1 year

-7.62%

5 years

31.44%

10 years

41.84%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

2.91% less ownership

Funds ownership: 49.88% [Q1] → 46.97% (-2.91%) [Q2]

4% less funds holding

Funds holding: 164 [Q1] → 158 (-6) [Q2]

13% less capital invested

Capital invested by funds: $428M [Q1] → $371M (-$56.5M) [Q2]

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

21% less call options, than puts

Call options by funds: $255K | Put options by funds: $321K

43% less funds holding in top 10

Funds holding in top 10: 7 [Q1] → 4 (-3) [Q2]

See Fund Rankings

Financial journalist opinion

Based on 4 articles about REZ published over the past 30 days

The State Of REITs: September 2025 Edition

REITs performed very well in August (+5.48%), almost pulling the REIT sector's year-to-date total return back into the black (-1.11%). Small cap (+7.52%) and mid cap REITs (+7.13%) averaged strong gains in August while large caps (+3.16%) and micro caps (+0.87%) averaged more modest returns. 83.87% of REIT securities had a positive total return in August.

The State Of REITs: September 2025 Edition

New Home Sales Inch Down 0.6% in July

New home sales inched down in July but still came in higher than expected. According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 652,000 last month.

New Home Sales Inch Down 0.6% in July

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

The State Of REITs: August 2025 Edition

After a strong June (+2.56%), the REIT sector recovery stalled in July (-1.17%) as REITs fell to a -6.42% year-to-date return. Micro cap REITs (-0.20%) outperformed in July while mid caps (-1.18%), small caps (-1.33%) and large caps (-1.55%) averaged slightly deeper negative returns. 60.65% of REIT securities had a negative total return in July.

The State Of REITs: August 2025 Edition

REZ: Residential ETF Outperforming The Real Estate Sector

REZ focuses on healthcare, apartment, self-storage, and manufactured home REITs, with a concentrated portfolio and moderate growth characteristics. Since inception, the iShares Residential and Multisector Real Estate ETF has outperformed the VNQ benchmark with lower volatility and drawdown. Compared to HOMZ, REZ offers a more focused REIT exposure, but HOMZ has delivered higher returns and dividend growth, albeit with liquidity risks.

REZ: Residential ETF Outperforming The Real Estate Sector

Behind The (Revised) Curve

U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.

Behind The (Revised) Curve

New Home Sales Inch Up 0.6% in June

New home sales inched up in June but still came in lower than expected. According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 627,000 last month.

New Home Sales Inch Up 0.6% in June

New Home Sales Retreat to 7-Month Low

New home sales retreated in May, experiencing their largest monthly decline in nearly three years. According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 623,000 last month, their lowest level in seven months.

New Home Sales Retreat to 7-Month Low

Weekly Economic Snapshot: Spending Slowdown & Industrial Dip

Last week's economic data painted a picture of broad cooling across several sectors, with consumers pulling back significantly on spending. Retail sales saw their largest decline in over two years in May, as consumers scaled back purchases following earlier front-loading.

Weekly Economic Snapshot: Spending Slowdown & Industrial Dip

New Home Sales Jump to 3-Year High in April

New home sales jumped to their highest level in over three years in April, beating expectations. According to the Census Bureau, new home sales were at a seasonally adjusted annual rate of 743,000 last month, higher than the 694,000 forecast.

New Home Sales Jump to 3-Year High in April

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