Baird Financial Group
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Baird Financial Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Baird Financial Group’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
Q4 		– Sell
-105,516
Closed -$2.21M – 1754
2022
Q3 		$2.21M Sell
105,516
-2,024
-2% -$56.8K 0.01% 798
2022
Q2 		$2.88M Buy
107,540
+2,485
+2% +$73.5K 0.01% 728
2022
Q1 		$3.43M Buy
105,055
+3,278
+3% +$108K 0.01% 715
2021
Q4 		$3.51M Buy
101,777
+934
+0.9% +$34.1K 0.01% 729
2021
Q3 		$3.65M Buy
100,843
+557
+0.6% +$20.3K 0.01% 713
2021
Q2 		$3.72M Buy
100,286
+2,685
+3% +$98.4K 0.01% 699
2021
Q1 		$3.44M Buy
97,601
+2,389
+3% +$80K 0.01% 696
2020
Q4 		$3.03M Buy
+95,212
New +$2.75M 0.01% 681
2017
Q2 		– Sell
-11,216
Closed -$508K – 1248
2017
Q1 		$508K Sell
11,216
-19,074
-63% -$840K ﹤0.01% 942
2016
Q4 		$1.27M Sell
30,290
-997
-3% -$41.8K 0.01% 684
2016
Q3 		$1.31M Buy
31,287
+3,708
+13% +$157K 0.01% 681
2016
Q2 		$1.13M Buy
27,579
+16,480
+148% +$661K 0.01% 702
2016
Q1 		$429K Sell
11,099
-1,072
-9% -$39.5K ﹤0.01% 958
2015
Q4 		$465K Sell
12,171
-10,725
-47% -$427K ﹤0.01% 927
2015
Q3 		$910K Sell
22,896
-599
-3% -$25.5K 0.01% 728
2015
Q2 		$993K Buy
+23,495
New +$1.09M 0.01% 750

Other funds holding REM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
FIM
FWL Investment Management Dallas, Texas $456M AUM 60.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group's REM Position: Q4 2022 in Review

Baird Financial Group sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2022, closing a stake of 105,516 shares — an estimated $2.21M sold.

Baird Financial Group first reported a position in REM in Q2 2015 and held it in 16 quarters. The position peaked at $3.72M in Q2 2021. 127 funds tracked by Wall St. Rank hold REM as of Q4 2022.

  • Baird Financial Group reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Baird Financial Group sold 105,516 iShares Mortgage Real Estate ETF shares in Q4 2022, an estimated $2.21M.
  • Baird Financial Group first reported a position in iShares Mortgage Real Estate ETF in Q2 2015 and held it in 16 quarters.
  • Baird Financial Group's iShares Mortgage Real Estate ETF position peaked at $3.72M in Q2 2021.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2022.

Based on Baird Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.