Anchor Investment Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Anchor Investment Management’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
2026 Q1	$4.29K	Hold	200	–	–	﹤0.01%	917
2025 Q4	$4.44K	Hold	200	–	–	﹤0.01%	905
2025 Q3	$4.39K	Hold	200	–	–	﹤0.01%	920
2025 Q2	$4.28K	Hold	200	–	–	﹤0.01%	906
2025 Q1	$4.49K	Hold	200	–	–	﹤0.01%	894
2024 Q4	$4.27K	Hold	200	–	–	﹤0.01%	889
2024 Q3	$4.75K	Hold	200	–	–	﹤0.01%	881
2024 Q2	$4.43K	Sell	200 -200	-50%	-$4.47K	﹤0.01%	852
2024 Q1	$9.3K	Hold	400	–	–	﹤0.01%	789
2023 Q4	$9.44K	Hold	400	–	–	﹤0.01%	755
2023 Q3	$8.94K	Hold	400	–	–	﹤0.01%	763
2023 Q2	$9.44K	Hold	400	–	–	﹤0.01%	745
2023 Q1	$8.74K	Hold	400	–	–	﹤0.01%	766
2022 Q4	$9.08K	Hold	400	–	–	﹤0.01%	731
2022 Q3	$8.38K	Hold	400	–	–	﹤0.01%	743
2022 Q2	$10.7K	Hold	400	–	–	﹤0.01%	722
2022 Q1	$13.1K	Hold	400	–	–	﹤0.01%	716
2021 Q4	$13.8K	Hold	400	–	–	﹤0.01%	741
2021 Q3	$14.5K	Buy	400 +150	+60%	+$5.46K	﹤0.01%	669
2021 Q2	$9.28K	Hold	250	–	–	﹤0.01%	737
2021 Q1	$8.81K	Hold	250	–	–	﹤0.01%	724
2020 Q4	$7.96K	Sell	250 -1,069	-81%	-$30.9K	﹤0.01%	699
2020 Q3	$34K	Sell	1,319 -1,200	-48%	-$31.2K	0.01%	495
2020 Q2	$62.6K	Sell	2,519 -60	-2%	-$1.34K	0.01%	403
2020 Q1	$48.2K	Hold	2,579	–	–	0.01%	425
2019 Q4	$115K	Sell	2,579 -1,440	-36%	-$62.4K	0.02%	353
2019 Q3	$169K	Buy	4,019 +250	+7%	+$10.6K	0.04%	310
2019 Q2	$159K	Buy	3,769 +1,500	+66%	+$64.4K	0.04%	317
2019 Q1	$98.3K	Hold	2,269	–	–	0.02%	364
2018 Q4	$90.6K	Buy	2,269 +1,200	+112%	+$50.9K	0.03%	359
2018 Q3	$46.6K	Buy	1,069 +83	+8%	+$3.7K	0.01%	483
2018 Q2	$42.8K	Hold	986	–	–	0.01%	505
2018 Q1	$41.9K	Hold	986	–	–	0.01%	502
2017 Q4	$44.6K	Hold	986	–	–	0.01%	485
2017 Q3	$46.2K	Buy	+986	New	+$46.1K	0.01%	463

Other funds holding REM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Anchor Investment Management's REM Position: Q1 2026 in Review

Anchor Investment Management held its iShares Mortgage Real Estate ETF (REM) position steady in Q1 2026 at 200 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Anchor Investment Management first reported a position in REM in Q3 2017 and has held it in 35 quarters since. The position peaked at $169K in Q3 2019. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

Anchor Investment Management held 200 shares of iShares Mortgage Real Estate ETF worth $4.29K as of Q1 2026.
Anchor Investment Management left its iShares Mortgage Real Estate ETF share count unchanged in Q1 2026.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #917 holding.
Anchor Investment Management first reported a position in iShares Mortgage Real Estate ETF in Q3 2017 and has held it in 35 quarters since.
Anchor Investment Management's iShares Mortgage Real Estate ETF position peaked at $169K in Q3 2019.
119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.