First Foundation Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

First Foundation Advisors’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	$881K	Sell	39,958 -2,520	-6%	-$55.8K	0.03%	194
2026 Q1	$912K	Buy	42,478 +8	+0%	+$180	0.04%	188
2025 Q4	$942K	Buy	42,470 +7,404	+21%	+$165K	0.04%	184
2025 Q3	$770K	Buy	35,066 +5,002	+17%	+$111K	0.03%	196
2025 Q2	$643K	Sell	30,064 -3,079	-9%	-$64.7K	0.02%	223
2025 Q1	$744K	Sell	33,143 -343	-1%	-$7.74K	0.03%	193
2024 Q4	$715K	Sell	33,486 -338	-1%	-$7.67K	0.03%	193
2024 Q3	$803K	Sell	33,824 -16,853	-33%	-$396K	0.03%	187
2024 Q2	$1.12M	Sell	50,677 -2,527	-5%	-$56.4K	0.04%	156
2024 Q1	$1.24M	Sell	53,204 -22,606	-30%	-$512K	0.05%	155
2023 Q4	$1.79M	Buy	+75,810	New	+$1.67M	0.08%	123

Other funds holding REM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Foundation Advisors's REM Position: Q2 2026 in Review

First Foundation Advisors reduced its iShares Mortgage Real Estate ETF (REM) stake by 5.9% in Q2 2026, selling an estimated $55.8K and leaving 39,958 shares worth $881K. The position accounts for 0.03% of the portfolio, ranked #194.

First Foundation Advisors first reported a position in REM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q4 2023. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

First Foundation Advisors held 39,958 shares of iShares Mortgage Real Estate ETF worth $881K as of Q2 2026.
First Foundation Advisors sold 2,520 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $55.8K.
iShares Mortgage Real Estate ETF made up 0.03% of First Foundation Advisors's portfolio in Q2 2026, its #194 holding.
First Foundation Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
First Foundation Advisors's iShares Mortgage Real Estate ETF position peaked at $1.79M in Q4 2023.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.