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American Portfolios Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

American Portfolios Advisors’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
Q3 		$83.5K Sell
3,986
-143
-3% -$4.02K ﹤0.01% 1458
2022
Q2 		$110K Sell
4,129
-2,500
-38% -$74K ﹤0.01% 1344
2022
Q1 		$217K Buy
6,629
+123
+2% +$4.05K 0.01% 1123
2021
Q4 		$225K Buy
6,506
+405
+7% +$14.8K 0.01% 1094
2021
Q3 		$221K Sell
6,101
-981
-14% -$35.7K 0.01% 1067
2021
Q2 		$263K Buy
7,082
+1,307
+23% +$47.9K 0.01% 987
2021
Q1 		$204K Sell
5,775
-1,054
-15% -$35.3K 0.01% 1010
2020
Q4 		$218K Buy
6,829
+4,145
+154% +$120K 0.01% 859
2020
Q3 		$69.1K Sell
2,684
-1,386
-34% -$36K ﹤0.01% 1211
2020
Q2 		$101K Buy
4,070
+1
+0% +$22 0.01% 993
2020
Q1 		$76.1K Sell
4,069
-898
-18% -$36.1K 0.01% 988
2019
Q4 		$221K Sell
4,967
-55
-1% -$2.38K 0.02% 710
2019
Q3 		$212K Sell
5,022
-872
-15% -$36.8K 0.02% 696
2019
Q2 		$249K Sell
5,894
-7,000
-54% -$300K 0.02% 620
2019
Q1 		$559K Buy
12,894
+8,260
+178% +$355K 0.05% 343
2018
Q4 		$185K Buy
4,634
+1,041
+29% +$44.2K 0.02% 532
2018
Q3 		$157K Buy
3,593
+280
+8% +$12.5K 0.02% 675
2018
Q2 		$144K Sell
3,313
-20
-0.6% -$866 0.02% 680
2018
Q1 		$142K Sell
3,333
-1,283
-28% -$54.6K 0.02% 642
2017
Q4 		$209K Buy
+4,616
New +$212K 0.03% 485

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $5.7B AUM 32.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's REM Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Mortgage Real Estate ETF (REM) stake by 3.5% in Q3 2022, selling an estimated $4.02K and leaving 3,986 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

American Portfolios Advisors first reported a position in REM in Q4 2017 and has held it in 20 quarters since. The position peaked at $559K in Q1 2019. 111 funds tracked by Wall St. Rank hold REM as of Q3 2022.

  • American Portfolios Advisors held 3,986 shares of iShares Mortgage Real Estate ETF worth $83.5K as of Q3 2022.
  • American Portfolios Advisors sold 143 iShares Mortgage Real Estate ETF shares in Q3 2022, an estimated $4.02K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1458 holding.
  • American Portfolios Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares Mortgage Real Estate ETF position peaked at $559K in Q1 2019.
  • 111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.