Jeff Yass’s iShares Mortgage Real Estate ETF REM Stock Holding History

Jeff Yass’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	$419K	Sell	19,000 -11,100	-37%	-$246K	﹤0.01%	10308
2026 Q1	$646K	Buy	30,100 +6,400	+27%	+$144K	﹤0.01%	9008
2025 Q4	$526K	Sell	23,700 -3,700	-14%	-$82.3K	﹤0.01%	8670
2025 Q3	$602K	Sell	27,400 -85,200	-76%	-$1.9M	﹤0.01%	8543
2025 Q2	$2.41M	Sell	112,600 -43,200	-28%	-$907K	﹤0.01%	5390
2025 Q1	$3.5M	Buy	155,800 +83,800	+116%	+$1.89M	﹤0.01%	4348
2024 Q4	$1.54M	Buy	72,000 +2,900	+4%	+$65.8K	﹤0.01%	5904
2024 Q3	$1.64M	Sell	69,100 -1,400	-2%	-$32.9K	﹤0.01%	5707
2024 Q2	$1.56M	Sell	70,500 -110,500	-61%	-$2.47M	﹤0.01%	5583
2024 Q1	$4.21M	Buy	181,000 +102,100	+129%	+$2.31M	﹤0.01%	3922
2023 Q4	$1.86M	Buy	78,900 +41,100	+109%	+$907K	﹤0.01%	5518
2023 Q3	$844K	Buy	37,800 +20,900	+124%	+$497K	﹤0.01%	7018
2023 Q2	$399K	Sell	16,900 -147,500	-90%	-$3.23M	﹤0.01%	8844
2023 Q1	$3.59M	Buy	164,400 +109,500	+199%	+$2.61M	﹤0.01%	3969
2022 Q4	$1.25M	Buy	54,900 +25,300	+85%	+$590K	﹤0.01%	5709
2022 Q3	$620K	Buy	29,600 +17,300	+141%	+$486K	﹤0.01%	7894
2022 Q2	$329K	Sell	12,300 -56,700	-82%	-$1.68M	﹤0.01%	9333
2022 Q1	$2.25M	Buy	69,000 +34,000	+97%	+$1.12M	﹤0.01%	5202
2021 Q4	$1.21M	Sell	35,000 -42,100	-55%	-$1.54M	﹤0.01%	6781
2021 Q3	$2.79M	Buy	77,100 +18,400	+31%	+$670K	﹤0.01%	5103
2021 Q2	$2.18M	Sell	58,700 -68,800	-54%	-$2.52M	﹤0.01%	5714
2021 Q1	$4.5M	Buy	127,500 +54,600	+75%	+$1.83M	﹤0.01%	4116
2020 Q4	$2.32M	Sell	72,900 -355,600	-83%	-$10.3M	﹤0.01%	4786
2020 Q3	$11M	Buy	428,500 +54,100	+14%	+$1.41M	﹤0.01%	2063
2020 Q2	$9.31M	Buy	374,400 +183,700	+96%	+$4.12M	﹤0.01%	2217
2020 Q1	$3.57M	Buy	190,700 +155,100	+436%	+$6.24M	﹤0.01%	3028
2019 Q4	$1.58M	Sell	35,600 -700	-2%	-$30.3K	﹤0.01%	4700
2019 Q3	$1.53M	Sell	36,300 -14,400	-28%	-$608K	﹤0.01%	4768
2019 Q2	$2.14M	Sell	50,700 -87,300	-63%	-$3.75M	﹤0.01%	4044
2019 Q1	$5.98M	Buy	138,000 +43,300	+46%	+$1.86M	﹤0.01%	2254
2018 Q4	$3.78M	Buy	94,700 +62,000	+190%	+$2.63M	﹤0.01%	2616
2018 Q3	$1.42M	Sell	32,700 -9,000	-22%	-$402K	﹤0.01%	4576
2018 Q2	$1.81M	Sell	41,700 -12,700	-23%	-$550K	﹤0.01%	4176
2018 Q1	$2.31M	Buy	54,400 +5,000	+10%	+$213K	﹤0.01%	3647
2017 Q4	$2.23M	Buy	49,400 +32,700	+196%	+$1.5M	﹤0.01%	3712
2017 Q3	$782K	Buy	16,700 +10,500	+169%	+$491K	﹤0.01%	5726
2017 Q2	$288K	Sell	6,200 -60,100	-91%	-$2.79M	﹤0.01%	7663
2017 Q1	$3M	Buy	66,300 +7,500	+13%	+$330K	﹤0.01%	3026
2016 Q4	$2.47M	Buy	58,800 +50,225	+586%	+$2.1M	﹤0.01%	3622
2016 Q3	$360K	Sell	8,575 -18,850	-69%	-$799K	﹤0.01%	6627
2016 Q2	$1.13M	Buy	+27,425	New	+$1.1M	﹤0.01%	4632
2016 Q1	–	Sell	-3,125	Closed	-$120K	–	9543
2015 Q4	$120K	Sell	3,125 -9,875	-76%	-$393K	﹤0.01%	8792
2015 Q3	$517K	Sell	13,000 -8,200	-39%	-$349K	﹤0.01%	7052
2015 Q2	$897K	Buy	21,200 +125	+0.6%	+$5.77K	﹤0.01%	6448
2015 Q1	$985K	Buy	21,075 +2,925	+16%	+$137K	﹤0.01%	5803
2014 Q4	$850K	Buy	18,150 +12,250	+208%	+$602K	﹤0.01%	6180
2014 Q3	$278K	Sell	5,900 -1,525	-21%	-$76.6K	﹤0.01%	8143
2014 Q2	$375K	Sell	7,425 -2,875	-28%	-$144K	﹤0.01%	8001
2014 Q1	$505K	Sell	10,300 -1,725	-14%	-$85K	﹤0.01%	6727
2013 Q4	$554K	Buy	12,025 +4,525	+60%	+$214K	﹤0.01%	6531
2013 Q3	$360K	Buy	+7,500	New	+$366K	﹤0.01%	6940

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

Jeff Yass's REM Position: Q2 2026 in Review

Jeff Yass reduced its iShares Mortgage Real Estate ETF (REM) stake by 33% in Q2 2026, selling an estimated $199K and leaving 17,984 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #10434.

Jeff Yass first reported a position in REM in Q2 2013 and has held it in 46 quarters since. The position peaked at $5.66M in Q2 2013. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Jeff Yass held 17,984 shares of iShares Mortgage Real Estate ETF worth $397K as of Q2 2026.
Jeff Yass sold 9,009 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $199K.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10434 holding.
Jeff Yass first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and has held it in 46 quarters since.
Jeff Yass's iShares Mortgage Real Estate ETF position peaked at $5.66M in Q2 2013.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.