AIP
REM icon

Ahrens Investment Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Ahrens Investment Partners’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-175
Closed -$6K – 1041
2022
Q1 		$6K Sell
175
-150
-46% -$4.94K ﹤0.01% 830
2021
Q4 		$11K Buy
+325
New +$11.9K ﹤0.01% 729

Other funds holding REM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Ahrens Investment Partners's REM Position: Q2 2022 in Review

Ahrens Investment Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2022, closing a stake of 175 shares — an estimated $6K sold.

Ahrens Investment Partners first reported a position in REM in Q4 2021 and held it in 2 quarters. The position peaked at $11K in Q4 2021. 128 funds tracked by Wall St. Rank hold REM as of Q2 2022.

  • Ahrens Investment Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 175 iShares Mortgage Real Estate ETF shares in Q2 2022, an estimated $6K.
  • Ahrens Investment Partners first reported a position in iShares Mortgage Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Ahrens Investment Partners's iShares Mortgage Real Estate ETF position peaked at $11K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2022.

Based on Ahrens Investment Partners's 13F filing for Q2 2022, filed 2 Aug 2022.