Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Mortgage Real Estate ETF REM Stock Holding History

Cetera Investment Advisers’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 		$2.7M Buy
122,333
+7,422
+6% +$164K ﹤0.01% 2136
2026
Q1 		$2.47M Buy
114,911
+36,365
+46% +$817K ﹤0.01% 2096
2025
Q4 		$1.74M Buy
78,546
+13,972
+22% +$311K ﹤0.01% 2337
2025
Q3 		$1.42M Buy
64,574
+28,902
+81% +$644K ﹤0.01% 2471
2025
Q2 		$763K Buy
35,672
+5,362
+18% +$113K ﹤0.01% 2618
2025
Q1 		$680K Buy
30,310
+8,952
+42% +$202K ﹤0.01% 2593
2024
Q4 		$456K Sell
21,358
-2,377
-10% -$53.9K ﹤0.01% 2757
2024
Q3 		$563K Buy
23,735
+13,570
+133% +$319K ﹤0.01% 2560
2024
Q2 		$225K Sell
10,165
-925
-8% -$20.7K ﹤0.01% 3286
2024
Q1 		$258K Buy
+11,090
New +$251K ﹤0.01% 3172
2023
Q4 		– Sell
-11,524
Closed -$257K – 2334
2023
Q3 		$257K Sell
11,524
-1,221
-10% -$29K ﹤0.01% 1828
2023
Q2 		$301K Sell
12,745
-181
-1% -$3.96K ﹤0.01% 1748
2023
Q1 		$282K Sell
12,926
-797
-6% -$19K ﹤0.01% 1739
2022
Q4 		$311K Sell
13,723
-3,052
-18% -$71.1K ﹤0.01% 1646
2022
Q3 		$351K Sell
16,775
-4,556
-21% -$128K 0.01% 1180
2022
Q2 		$570K Sell
21,331
-239
-1% -$7.07K 0.01% 1020
2022
Q1 		$705K Sell
21,570
-4,472
-17% -$147K 0.01% 969
2021
Q4 		$899K Buy
26,042
+885
+4% +$32.3K 0.01% 852
2021
Q3 		$910K Buy
25,157
+453
+2% +$16.5K 0.01% 804
2021
Q2 		$917K Buy
24,704
+3,162
+15% +$116K 0.01% 811
2021
Q1 		$760K Sell
21,542
-135
-0.6% -$4.52K 0.02% 778
2020
Q4 		$691K Buy
+21,677
New +$626K 0.01% 820

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers's REM Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Mortgage Real Estate ETF (REM) stake by 6.5% in Q2 2026, buying an estimated $164K and bringing the position to 122,333 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Cetera Investment Advisers first reported a position in REM in Q4 2020 and has held it in 22 quarters since. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Cetera Investment Advisers held 122,333 shares of iShares Mortgage Real Estate ETF worth $2.7M as of Q2 2026.
  • Cetera Investment Advisers bought 7,422 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $164K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2136 holding.
  • Cetera Investment Advisers first reported a position in iShares Mortgage Real Estate ETF in Q4 2020 and has held it in 22 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.