HighTower Advisors
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HighTower Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

HighTower Advisors’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
2023
Q4 		– Sell
-10,533
Closed -$234K – 3817
2023
Q3 		$234K Buy
+10,533
New +$250K ﹤0.01% 2790
2022
Q2 		– Sell
-6,760
Closed -$219K – 3489
2022
Q1 		$219K Buy
+6,760
New +$223K ﹤0.01% 2768
2020
Q1 		– Sell
-15,150
Closed -$672K – 2449
2019
Q4 		$672K Buy
+15,150
New +$656K ﹤0.01% 1308
2016
Q4 		– Sell
-4,080
Closed -$173K – 2012
2016
Q3 		$173K Buy
4,080
+834
+26% +$35.4K ﹤0.01% 1674
2016
Q2 		$133K Sell
3,246
-938
-22% -$37.6K ﹤0.01% 1575
2016
Q1 		$163K Buy
4,184
+141
+3% +$5.19K ﹤0.01% 1843
2015
Q4 		$156K Buy
4,043
+770
+24% +$30.6K ﹤0.01% 1798
2015
Q3 		$131K Sell
3,273
-91,206
-97% -$3.88M ﹤0.01% 1708
2015
Q2 		$4M Buy
94,479
+4,727
+5% +$218K 0.06% 320
2015
Q1 		$4.2M Buy
89,752
+9,552
+12% +$449K 0.06% 346
2014
Q4 		$3.76M Buy
80,200
+7,673
+11% +$377K 0.06% 355
2014
Q3 		$3.42M Buy
72,527
+7,858
+12% +$395K 0.06% 359
2014
Q2 		$3.27M Buy
64,669
+6,409
+11% +$321K 0.06% 376
2014
Q1 		$2.86M Buy
58,260
+5,743
+11% +$283K 0.06% 397
2013
Q4 		$2.42M Buy
+52,517
New +$2.48M 0.05% 412

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors's REM Position: Q4 2023 in Review

HighTower Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2023, closing a stake of 10,533 shares — an estimated $234K sold.

HighTower Advisors first reported a position in REM in Q4 2013 and held it in 15 quarters. The position peaked at $4.2M in Q1 2015. 128 funds tracked by Wall St. Rank hold REM as of Q4 2023.

  • HighTower Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • HighTower Advisors sold 10,533 iShares Mortgage Real Estate ETF shares in Q4 2023, an estimated $234K.
  • HighTower Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2013 and held it in 15 quarters.
  • HighTower Advisors's iShares Mortgage Real Estate ETF position peaked at $4.2M in Q1 2015.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.