Belvedere Trading
REM icon

Belvedere Trading’s iShares Mortgage Real Estate ETF REM Stock Holding History

Belvedere Trading’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
2023
Q3 		– Sell
-28,100
Closed -$663K – 893
2023
Q2 		$663K Hold
28,100
– – ﹤0.01% 107
2023
Q1 		$614K Sell
28,100
-28,100
-50% -$671K ﹤0.01% 125
2022
Q4 		$1.28M Buy
+56,200
New +$1.31M ﹤0.01% 50

Other funds holding REM

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIM
FWL Investment Management Dallas, Texas $456M AUM 60.63% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Belvedere Trading's REM Position: Q1 2023 in Review

Belvedere Trading sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2023, closing a stake of 15,000 shares — an estimated $358K sold.

Belvedere Trading first reported a position in REM in Q4 2022 and held it in 1 quarter. The position peaked at $340K in Q4 2022. 119 funds tracked by Wall St. Rank hold REM as of Q1 2023.

  • Belvedere Trading reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Belvedere Trading sold 15,000 iShares Mortgage Real Estate ETF shares in Q1 2023, an estimated $358K.
  • Belvedere Trading first reported a position in iShares Mortgage Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Belvedere Trading's iShares Mortgage Real Estate ETF position peaked at $340K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2023.

Based on Belvedere Trading's 13F filing for Q1 2023, filed 15 May 2023.