Bank of Montreal
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Bank of Montreal’s iShares Mortgage Real Estate ETF REM Stock Holding History

Bank of Montreal’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
2025
Q4 		– Sell
-2
Closed -$44 – 3797
2025
Q3 		$44 Buy
+2
New +$45 ﹤0.01% 3500
2024
Q2 		– Sell
-231
Closed -$5.37K – 4180
2024
Q1 		$5.37K Sell
231
-58,993
-100% -$1.34M ﹤0.01% 3735
2023
Q4 		$1.44M Buy
59,224
+58,993
+25,538% +$1.3M ﹤0.01% 1859
2023
Q3 		$5.65K Hold
231
– – ﹤0.01% 3662
2023
Q2 		$5.45K Buy
+231
New +$5.05K ﹤0.01% 3847
2021
Q2 		– Sell
-375
Closed -$13K – 4686
2021
Q1 		$13K Buy
+375
New +$12.6K ﹤0.01% 4242
2019
Q3 		– Sell
-702,800
Closed -$29.6M – 4948
2019
Q2 		$29.6M Buy
702,800
+51,410
+8% +$2.21M 0.03% 506
2019
Q1 		$28.2M Buy
651,390
+651,246
+452,254% +$28M 0.02% 503
2018
Q4 		$6K Buy
+144
New +$6.11K ﹤0.01% 4042
2018
Q2 		– Sell
-675
Closed -$29K – 4839
2018
Q1 		$29K Sell
675
-220
-25% -$9.36K ﹤0.01% 3447
2017
Q4 		$40K Sell
895
-231
-21% -$10.6K ﹤0.01% 3348
2017
Q3 		$53K Buy
1,126
+231
+26% +$10.8K ﹤0.01% 3206
2017
Q2 		$42K Sell
895
-100
-10% -$4.64K ﹤0.01% 3288
2017
Q1 		$45K Sell
995
-180
-15% -$7.92K ﹤0.01% 3120
2016
Q4 		$50K Sell
1,175
-1,041
-47% -$43.6K ﹤0.01% 3111
2016
Q3 		$93K Buy
2,216
+790
+55% +$33.5K ﹤0.01% 2817
2016
Q2 		$59K Hold
1,426
– – ﹤0.01% 3006
2016
Q1 		$55K Sell
1,426
-175
-11% -$6.44K ﹤0.01% 3014
2015
Q4 		$61K Buy
1,601
+238
+17% +$9.47K ﹤0.01% 2958
2015
Q3 		$54K Buy
1,363
+525
+63% +$22.3K ﹤0.01% 2894
2015
Q2 		$35K Sell
838
-5,150
-86% -$238K ﹤0.01% 3123
2015
Q1 		$280K Sell
5,988
-1,900
-24% -$89.3K ﹤0.01% 2223
2014
Q4 		$369K Hold
7,888
– – ﹤0.01% 2214
2014
Q3 		$372K Sell
7,888
-5,250
-40% -$264K ﹤0.01% 2226
2014
Q2 		$664K Sell
13,138
-7,500
-36% -$375K ﹤0.01% 1949
2014
Q1 		$1.01M Buy
20,638
+250
+1% +$12.3K ﹤0.01% 1658
2013
Q4 		$939K Buy
20,388
+8,338
+69% +$394K ﹤0.01% 1497
2013
Q3 		$578K Buy
12,050
+800
+7% +$39K ﹤0.01% 1739
2013
Q2 		$570K Buy
+11,250
New +$657K ﹤0.01% 1675

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank of Montreal's REM Position: Q4 2025 in Review

Bank of Montreal sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2025, closing a stake of 2 shares — an estimated $44 sold.

Bank of Montreal first reported a position in REM in Q2 2013 and held it in 29 quarters. The position peaked at $29.6M in Q2 2019. 122 funds tracked by Wall St. Rank hold REM as of Q4 2025.

  • Bank of Montreal reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 2 iShares Mortgage Real Estate ETF shares in Q4 2025, an estimated $44.
  • Bank of Montreal first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and held it in 29 quarters.
  • Bank of Montreal's iShares Mortgage Real Estate ETF position peaked at $29.6M in Q2 2019.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.