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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
-2,900
Closed -$1K – 3339
2023
Q4 		$1K Sell
2,900
-49,700
-94% -$1.1M ﹤0.01% 3414
2023
Q3 		$46K Buy
+52,600
New +$1.25M ﹤0.01% 1552
2023
Q1 		– Sell
-3,400
Closed -$17K – 4553
2022
Q4 		$17K Sell
3,400
-9,000
-73% -$210K ﹤0.01% 2347
2022
Q3 		$66K Sell
12,400
-49,300
-80% -$1.38M ﹤0.01% 1701
2022
Q2 		$17K Buy
61,700
+59,000
+2,185% +$1.75M ﹤0.01% 2815
2022
Q1 		$1K Buy
2,700
+1,400
+108% +$46.1K ﹤0.01% 5053
2021
Q4 		$2K Sell
1,300
-400
-24% -$14.6K ﹤0.01% 4806
2021
Q3 		$3K Sell
1,700
-4,500
-73% -$164K ﹤0.01% 4852
2021
Q2 		$3K Buy
+6,200
New +$227K ﹤0.01% 4819
2020
Q4 		– Sell
-10,500
Closed -$7K – 5383
2020
Q3 		$7K Sell
10,500
-2,200
-17% -$57.1K ﹤0.01% 3263
2020
Q2 		$26K Sell
12,700
-20,400
-62% -$457K ﹤0.01% 2203
2020
Q1 		$579K Buy
+33,100
New +$1.33M 0.03% 513
2016
Q4 		– Sell
-2,175
Closed -$9K – 7169
2016
Q3 		$9K Buy
2,175
+625
+40% +$26.5K ﹤0.01% 4347
2016
Q2 		$11K Sell
1,550
-2,275
-59% -$91.2K ﹤0.01% 4036
2016
Q1 		$29K Buy
3,825
+75
+2% +$2.76K ﹤0.01% 2884
2015
Q4 		$27K Buy
+3,750
New +$149K ﹤0.01% 3110

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.