CG
REM icon

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
-4,500
Closed -$1K – 3337
2023
Q4 		$1K Sell
4,500
-9,400
-68% -$207K ﹤0.01% 3413
2023
Q3 		$16K Buy
13,900
+4,400
+46% +$105K ﹤0.01% 2202
2023
Q2 		$23K Buy
9,500
+1,400
+17% +$30.6K ﹤0.01% 1781
2023
Q1 		$9K Buy
8,100
+3,500
+76% +$83.5K ﹤0.01% 2391
2022
Q4 		$1K Buy
+4,600
New +$107K ﹤0.01% 4133
2022
Q3 		– Sell
-6,000
Closed -$2K – 5405
2022
Q2 		$2K Buy
+6,000
New +$178K ﹤0.01% 4349
2021
Q4 		– Sell
-5,800
Closed -$3K – 5925
2021
Q3 		$3K Buy
5,800
+3,900
+205% +$142K ﹤0.01% 4851
2021
Q2 		$1K Buy
1,900
+1,300
+217% +$47.6K ﹤0.01% 5396
2021
Q1 		$2K Sell
600
-6,800
-92% -$228K ﹤0.01% 4993
2020
Q4 		$4K Buy
+7,400
New +$214K ﹤0.01% 3816
2020
Q3 		– Sell
-2,700
Closed -$3K – 5153
2020
Q2 		$3K Buy
+2,700
New +$60.5K ﹤0.01% 3643
2019
Q4 		– Sell
-6,100
Closed -$2K – 4486
2019
Q3 		$2K Buy
+6,100
New +$257K ﹤0.01% 3528

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.