Bridges Investment Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Bridges Investment 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 Q2	$2.1M	Sell	95,079 -544	-0.6%	-$12K	0.03%	193
2026 Q1	$2.05M	Buy	95,623 +1,469	+2%	+$33K	0.03%	177
2025 Q4	$2.09M	Sell	94,154 -27,423	-23%	-$610K	0.03%	166
2025 Q3	$2.67M	Buy	121,577 +55,533	+84%	+$1.24M	0.03%	149
2025 Q2	$1.41M	Buy	66,044 +18,526	+39%	+$389K	0.02%	213
2025 Q1	$1.07M	Sell	47,518 -150	-0.3%	-$3.38K	0.02%	228
2024 Q4	$1.02M	Buy	47,668 +663	+1%	+$15K	0.01%	204
2024 Q3	$1.12M	Hold	47,005	–	–	0.02%	187
2024 Q2	$1.04M	Buy	47,005 +8,188	+21%	+$183K	0.02%	183
2024 Q1	$902K	Buy	38,817 +6,640	+21%	+$150K	0.03%	143
2023 Q4	$759K	Buy	32,177 +2,200	+7%	+$48.6K	0.03%	147
2023 Q3	$670K	Buy	+29,977	New	+$713K	0.02%	150

Other funds holding REM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bridges Investment Management's REM Position: Q2 2026 in Review

Bridges Investment Management reduced its iShares Mortgage Real Estate ETF (REM) stake by 0.57% in Q2 2026, selling an estimated $12K and leaving 95,079 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #193.

Bridges Investment Management first reported a position in REM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.67M in Q3 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Bridges Investment Management held 95,079 shares of iShares Mortgage Real Estate ETF worth $2.1M as of Q2 2026.
Bridges Investment Management sold 544 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $12K.
iShares Mortgage Real Estate ETF made up 0.03% of Bridges Investment Management's portfolio in Q2 2026, its #193 holding.
Bridges Investment Management first reported a position in iShares Mortgage Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
Bridges Investment Management's iShares Mortgage Real Estate ETF position peaked at $2.67M in Q3 2025.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.