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

Cutler 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
2024
Q1 		– Sell
-3,931
Closed -$92K – 3338
2023
Q4 		$92K Buy
3,931
+2,631
+202% +$58.1K 0.01% 1095
2023
Q3 		$29K Buy
+1,300
New +$30.9K ﹤0.01% 1785
2023
Q2 		– Sell
-800
Closed -$17.5K – 4081
2023
Q1 		$17K Buy
+800
New +$19.1K ﹤0.01% 2010
2022
Q4 		– Sell
-603
Closed -$14.1K – 5068
2022
Q3 		$12K Sell
603
-476
-44% -$13.4K ﹤0.01% 3005
2022
Q2 		$28K Sell
1,079
-3,522
-77% -$104K ﹤0.01% 2413
2022
Q1 		$150K Buy
4,601
+4,500
+4,455% +$148K 0.01% 1403
2021
Q4 		$3K Sell
101
-403
-80% -$14.7K ﹤0.01% 4563
2021
Q3 		$18K Sell
504
-2,710
-84% -$98.7K ﹤0.01% 3452
2021
Q2 		$119K Buy
3,214
+2,803
+682% +$103K 0.01% 1723
2021
Q1 		$14K Sell
411
-6,971
-94% -$233K ﹤0.01% 3518
2020
Q4 		$235K Buy
7,382
+400
+6% +$11.6K 0.01% 995
2020
Q3 		$179K Buy
+6,982
New +$181K 0.01% 975
2020
Q2 		– Sell
-5,000
Closed -$112K – 4770
2020
Q1 		$93K Buy
+5,000
New +$201K ﹤0.01% 1361
2019
Q3 		– Sell
-5,900
Closed -$249K – 4589
2019
Q2 		$248K Buy
+5,900
New +$253K 0.02% 600
2016
Q2 		– Sell
-4,701
Closed -$189K – 7173
2016
Q1 		$181K Buy
4,701
+4,575
+3,631% +$168K 0.01% 1080
2015
Q4 		$4K Buy
+126
New +$5.01K ﹤0.01% 5103

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cutler Group's REM Position: Q1 2024 in Review

Cutler Group sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2024, closing a stake of 3,931 shares — an estimated $92K sold.

Cutler Group first reported a position in REM in Q4 2015 and held it in 16 quarters. The position peaked at $248K in Q2 2019. 127 funds tracked by Wall St. Rank hold REM as of Q1 2024.

  • Cutler Group reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 3,931 iShares Mortgage Real Estate ETF shares in Q1 2024, an estimated $92K.
  • Cutler Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2015 and held it in 16 quarters.
  • Cutler Group's iShares Mortgage Real Estate ETF position peaked at $248K in Q2 2019.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.