Franklin Resources
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Franklin Resources’s iShares Mortgage Real Estate ETF REM Stock Holding History

Franklin Resources’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
2020
Q4 		– Sell
-450
Closed -$12K – 1946
2020
Q3 		$12K Hold
450
– – ﹤0.01% 1837
2020
Q2 		$12K Buy
+450
New +$10.1K ﹤0.01% 1658
2016
Q3 		– Sell
-6,775
Closed -$278K – 1520
2016
Q2 		$278K Hold
6,775
– – ﹤0.01% 1448
2016
Q1 		$262K Hold
6,775
– – ﹤0.01% 1458
2015
Q4 		$259K Hold
6,775
– – ﹤0.01% 1513
2015
Q3 		$269K Hold
6,775
– – ﹤0.01% 1517
2015
Q2 		$287K Hold
6,775
– – ﹤0.01% 1521
2015
Q1 		$317K Buy
6,775
+4,275
+171% +$201K ﹤0.01% 1502
2014
Q4 		$117K Hold
2,500
– – ﹤0.01% 1561
2014
Q3 		$118K Buy
+2,500
New +$126K ﹤0.01% 1545

Other funds holding REM

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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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Franklin Resources's REM Position: Q4 2020 in Review

Franklin Resources sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2020, closing a stake of 450 shares — an estimated $12K sold.

Franklin Resources first reported a position in REM in Q3 2014 and held it in 10 quarters. The position peaked at $317K in Q1 2015. 176 funds tracked by Wall St. Rank hold REM as of Q4 2020.

  • Franklin Resources reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Franklin Resources sold 450 iShares Mortgage Real Estate ETF shares in Q4 2020, an estimated $12K.
  • Franklin Resources first reported a position in iShares Mortgage Real Estate ETF in Q3 2014 and held it in 10 quarters.
  • Franklin Resources's iShares Mortgage Real Estate ETF position peaked at $317K in Q1 2015.
  • 176 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2020.

Based on Franklin Resources's 13F filing for Q4 2020, filed 10 Feb 2021.