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Barry Investment Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

Barry Investment 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
2025
Q4 		– Sell
-142,355
Closed -$3.13M – 109
2025
Q3 		$3.13M Sell
142,355
-2,490
-2% -$55.5K 0.72% 33
2025
Q2 		$3.1M Sell
144,845
-788
-0.5% -$16.6K 0.77% 33
2025
Q1 		$3.27M Buy
145,633
+2,901
+2% +$65.4K 0.87% 33
2024
Q4 		$3.05M Buy
142,732
+1,241
+0.9% +$28.1K 0.98% 31
2024
Q3 		$3.36M Buy
141,491
+1,113
+0.8% +$26.1K 1.03% 29
2024
Q2 		$3.11M Sell
140,378
-424
-0.3% -$9.47K 1.05% 28
2024
Q1 		$3.27M Buy
140,802
+1,133
+0.8% +$25.6K 1.09% 28
2023
Q4 		$3.29M Buy
139,669
+9,423
+7% +$208K 1.11% 29
2023
Q3 		$2.98M Buy
130,246
+6,196
+5% +$147K 1.07% 30
2023
Q2 		$2.93M Buy
124,050
+15,350
+14% +$336K 0.99% 35
2023
Q1 		$2.37M Buy
108,700
+58,621
+117% +$1.4M 0.78% 35
2022
Q4 		$1.14M Buy
+50,079
New +$1.17M 0.36% 46
2015
Q2 		– Sell
-210,466
Closed -$9.84M – 64
2015
Q1 		$9.84M Buy
210,466
+7,705
+4% +$362K 3.01% 9
2014
Q4 		$9.5M Buy
+202,761
New +$9.96M 3.08% 11

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
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

Barry Investment Advisors's REM Position: Q4 2025 in Review

Barry Investment Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2025, closing a stake of 142,355 shares — an estimated $3.13M sold.

Barry Investment Advisors first reported a position in REM in Q4 2014 and held it in 14 quarters. The position peaked at $9.84M in Q1 2015. 122 funds tracked by Wall St. Rank hold REM as of Q4 2025.

  • Barry Investment Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Barry Investment Advisors sold 142,355 iShares Mortgage Real Estate ETF shares in Q4 2025, an estimated $3.13M.
  • Barry Investment Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2014 and held it in 14 quarters.
  • Barry Investment Advisors's iShares Mortgage Real Estate ETF position peaked at $9.84M in Q1 2015.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2025.

Based on Barry Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.