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

Bessemer 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
-7,465
Closed -$156K – 2105
2022
Q3 		$156K Sell
7,465
-136
-2% -$3.82K ﹤0.01% 936
2022
Q2 		$203K Hold
7,601
– – ﹤0.01% 880
2022
Q1 		$248K Hold
7,601
– – ﹤0.01% 777
2021
Q4 		$262K Buy
+7,601
New +$278K ﹤0.01% 777
2021
Q1 		– Sell
-3,475
Closed -$111K – 1616
2020
Q4 		$111K Buy
+3,475
New +$100K ﹤0.01% 848
2017
Q1 		– Sell
-230
Closed -$10K – 1886
2016
Q4 		$10K Buy
+230
New +$9.64K ﹤0.01% 1642

Other funds holding REM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return
FIM
FWL Investment Management Dallas, Texas $545M AUM 64.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group's REM Position: Q4 2022 in Review

Bessemer Group sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2022, closing a stake of 7,465 shares — an estimated $156K sold.

Bessemer Group first reported a position in REM in Q4 2016 and held it in 6 quarters. The position peaked at $262K in Q4 2021. 127 funds tracked by Wall St. Rank hold REM as of Q4 2022.

  • Bessemer Group reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Bessemer Group sold 7,465 iShares Mortgage Real Estate ETF shares in Q4 2022, an estimated $156K.
  • Bessemer Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2016 and held it in 6 quarters.
  • Bessemer Group's iShares Mortgage Real Estate ETF position peaked at $262K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2022.

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