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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.69B AUM 28.24% 1-Year Est. Return

FIM

FWL Investment Management Dallas, Texas $545M AUM 64.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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.