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

Fortitude Family Office’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	$279K	Buy	12,650 +3,297	+35%	+$73K	0.05%	112
2026 Q1	$201K	Buy	9,353 +1,118	+14%	+$25.1K	0.04%	119
2025 Q4	$183K	Buy	8,235 +430	+6%	+$9.56K	0.04%	149
2025 Q3	$171K	Buy	7,805 +7,582	+3,400%	+$169K	0.05%	149
2025 Q2	$4.77K	Buy	223 +73	+49%	+$1.53K	﹤0.01%	804
2025 Q1	$3.37K	Hold	150	–	–	﹤0.01%	826
2024 Q4	$3.2K	Hold	150	–	–	﹤0.01%	949
2024 Q3	$3.56K	Buy	+150	New	+$3.52K	﹤0.01%	890

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

Fortitude Family Office's REM Position: Q2 2026 in Review

Fortitude Family Office increased its iShares Mortgage Real Estate ETF (REM) stake by 35% in Q2 2026, buying an estimated $73K and bringing the position to 12,650 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #112.

Fortitude Family Office first reported a position in REM in Q3 2024 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Fortitude Family Office held 12,650 shares of iShares Mortgage Real Estate ETF worth $279K as of Q2 2026.
Fortitude Family Office bought 3,297 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $73K.
iShares Mortgage Real Estate ETF made up 0.05% of Fortitude Family Office's portfolio in Q2 2026, its #112 holding.
Fortitude Family Office first reported a position in iShares Mortgage Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.