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

First Manhattan’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
2022
Q4 		– Sell
-235
Closed -$4K – 1766
2022
Q3 		$4K Hold
235
– – ﹤0.01% 1352
2022
Q2 		$6K Buy
235
+6
+3% +$178 ﹤0.01% 1314
2022
Q1 		$7K Buy
229
+1
+0.4% +$33 ﹤0.01% 1340
2021
Q4 		$7K Buy
+228
New +$8.33K ﹤0.01% 1333

Other funds holding REM

AWA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
FIM
FWL Investment Management Dallas, Texas $456M AUM 60.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Manhattan's REM Position: Q4 2022 in Review

First Manhattan sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2022, closing a stake of 235 shares — an estimated $4K sold.

First Manhattan first reported a position in REM in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 127 funds tracked by Wall St. Rank hold REM as of Q4 2022.

  • First Manhattan reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • First Manhattan sold 235 iShares Mortgage Real Estate ETF shares in Q4 2022, an estimated $4K.
  • First Manhattan first reported a position in iShares Mortgage Real Estate ETF in Q4 2021 and held it in 4 quarters.
  • First Manhattan's iShares Mortgage Real Estate ETF position peaked at $7K in Q1 2022.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2022.

Based on First Manhattan's 13F filing for Q4 2022, filed 14 Feb 2023.