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

Family 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
2021
Q3 		– Sell
-16,533
Closed -$614K – 195
2021
Q2 		$614K Sell
16,533
-2,260
-12% -$82.8K 0.16% 95
2021
Q1 		$663K Sell
18,793
-16,595
-47% -$555K 0.21% 77
2020
Q4 		$1.13M Buy
+35,388
New +$1.02M 0.39% 58

Other funds holding REM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Family Management's REM Position: Q3 2021 in Review

Family Management sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2021, closing a stake of 16,533 shares — an estimated $614K sold.

Family Management first reported a position in REM in Q4 2020 and held it in 3 quarters. The position peaked at $1.13M in Q4 2020. 168 funds tracked by Wall St. Rank hold REM as of Q3 2021.

  • Family Management reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Family Management sold 16,533 iShares Mortgage Real Estate ETF shares in Q3 2021, an estimated $614K.
  • Family Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2020 and held it in 3 quarters.
  • Family Management's iShares Mortgage Real Estate ETF position peaked at $1.13M in Q4 2020.
  • 168 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2021.

Based on Family Management's 13F filing for Q3 2021, filed 15 Nov 2021.