Bayview Asset Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Bayview Asset 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	$2.15M	Buy	+100,000	New	+$2.25M	0.83%	36
2025 Q3	–	Sell	-71,500	Closed	-$1.53M	–	85
2025 Q2	$1.53M	Buy	+71,500	New	+$1.5M	0.59%	40
2025 Q1	–	Sell	-72,500	Closed	-$1.55M	–	64
2024 Q4	$1.55M	Buy	72,500 +7,500	+12%	+$170K	1.25%	23
2024 Q3	$1.54M	Hold	65,000	–	–	0.48%	23
2024 Q2	$1.44M	Buy	+65,000	New	+$1.45M	0.5%	26

Other funds holding REM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bayview Asset Management's REM Position: Q2 2024 in Review

Bayview Asset Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2024, closing a stake of 25,000 shares — an estimated $558K sold.

Bayview Asset Management first reported a position in REM in Q1 2024 and held it in 1 quarter. The position peaked at $581K in Q1 2024. 121 funds tracked by Wall St. Rank hold REM as of Q2 2024.

Bayview Asset Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2024 after selling out during the quarter.
Bayview Asset Management sold 25,000 iShares Mortgage Real Estate ETF shares in Q2 2024, an estimated $558K.
Bayview Asset Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2024 and held it in 1 quarter.
Bayview Asset Management's iShares Mortgage Real Estate ETF position peaked at $581K in Q1 2024.
121 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2024.

Based on Bayview Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.