FNY Investment Advisers’s iShares Mortgage Real Estate ETF REM Stock Holding History

FNY Investment Advisers’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 Q4	–	Sell	-1,500	Closed	-$35K	–	886
2024 Q3	$35K	Buy	+1,500	New	+$35.2K	0.02%	321
2023 Q4	–	Sell	-1,000	Closed	-$22K	–	731
2023 Q3	$22K	Buy	+1,000	New	+$23.8K	0.01%	307
2018 Q3	–	Sell	-810	Closed	-$35K	–	1246
2018 Q2	$35K	Buy	+810	New	+$35.1K	0.01%	313

Other funds holding REM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

FNY Investment Advisers's REM Position: Q4 2024 in Review

FNY Investment Advisers sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2024, closing a stake of 1,500 shares — an estimated $35K sold.

FNY Investment Advisers first reported a position in REM in Q2 2018 and held it in 3 quarters. The position peaked at $35K in Q3 2024. 124 funds tracked by Wall St. Rank hold REM as of Q4 2024.

FNY Investment Advisers reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2024 after selling out during the quarter.
FNY Investment Advisers sold 1,500 iShares Mortgage Real Estate ETF shares in Q4 2024, an estimated $35K.
FNY Investment Advisers first reported a position in iShares Mortgage Real Estate ETF in Q2 2018 and held it in 3 quarters.
FNY Investment Advisers's iShares Mortgage Real Estate ETF position peaked at $35K in Q3 2024.
124 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2024.

Based on FNY Investment Advisers's 13F filing for Q4 2024, filed 13 Jan 2025.