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Highlander Capital Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Highlander Capital Management’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
Q1 		$9.53K Hold
410
– – ﹤0.01% 706
2023
Q4 		$9.67K Hold
410
– – ﹤0.01% 721
2023
Q3 		$9K Buy
+410
New +$9.75K ﹤0.01% 679
2013
Q3 		– Sell
-61
Closed -$3.1K – 858
2013
Q2 		$3.1K Buy
+61
New +$3.56K ﹤0.01% 759

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Highlander Capital Management's REM Position: Q1 2024 in Review

Highlander Capital Management held its iShares Mortgage Real Estate ETF (REM) position steady in Q1 2024 at 410 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Highlander Capital Management first reported a position in REM in Q2 2013 and has held it in 4 quarters since. The position peaked at $9.67K in Q4 2023. 127 funds tracked by Wall St. Rank hold REM as of Q1 2024.

  • Highlander Capital Management held 410 shares of iShares Mortgage Real Estate ETF worth $9.53K as of Q1 2024.
  • Highlander Capital Management left its iShares Mortgage Real Estate ETF share count unchanged in Q1 2024.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Highlander Capital Management's portfolio in Q1 2024, its #706 holding.
  • Highlander Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and has held it in 4 quarters since.
  • Highlander Capital Management's iShares Mortgage Real Estate ETF position peaked at $9.67K in Q4 2023.
  • 127 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.