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

Cambria 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
2025 Q2	–	Sell	-376,009	Closed	-$8.44M	–	475
2025 Q1	$8.44M	Buy	+376,009	New	+$8.48M	0.59%	96
2019 Q2	–	Sell	-146,666	Closed	-$6.36M	–	278
2019 Q1	$6.36M	Buy	146,666 +1,033	+0.7%	+$44.3K	0.98%	25
2018 Q4	$5.82M	Buy	145,633 +45,633	+46%	+$1.94M	0.99%	25
2018 Q3	$4.36M	Buy	+100,000	New	+$4.46M	0.64%	65
2017 Q4	–	Sell	-91,281	Closed	-$4.28M	–	213
2017 Q3	$4.28M	Buy	91,281 +4,641	+5%	+$217K	0.66%	72
2017 Q2	$4.02M	Buy	86,640 +18,564	+27%	+$862K	0.86%	39
2017 Q1	$3.08M	Buy	68,076 +21,658	+47%	+$953K	1.04%	24
2016 Q4	$1.95M	Buy	46,418 +17,017	+58%	+$713K	0.81%	27
2016 Q3	$1.24M	Sell	29,401 -1	-0%	-$42	0.58%	77
2016 Q2	$1.21M	Buy	+29,402	New	+$1.18M	0.56%	88
2015 Q3	–	Sell	-41,811	Closed	-$1.77M	–	356
2015 Q2	$1.77M	Sell	41,811 -4,979	-11%	-$230K	0.54%	104
2015 Q1	$2.29K	Buy	46,790 +17,919	+62%	+$842K	0.26%	68
2014 Q4	$1.45M	Buy	+28,871	New	+$1.42M	0.52%	103

Other funds holding REM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

ECM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Cambria Investment Management's REM Position: Q2 2025 in Review

Cambria Investment Management sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2025, closing a stake of 376,009 shares — an estimated $8.44M sold.

Cambria Investment Management first reported a position in REM in Q4 2014 and held it in 13 quarters. The position peaked at $8.44M in Q1 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2025.

Cambria Investment Management reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Cambria Investment Management sold 376,009 iShares Mortgage Real Estate ETF shares in Q2 2025, an estimated $8.44M.
Cambria Investment Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2014 and held it in 13 quarters.
Cambria Investment Management's iShares Mortgage Real Estate ETF position peaked at $8.44M in Q1 2025.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2025.

Based on Cambria Investment Management's 13F filing for Q2 2025, filed 13 Aug 2025.