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John Overdeck’s iShares Mortgage Real Estate ETF REM Stock Holding History

John Overdeck’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
Q1 		– Sell
-1,191,258
Closed -$26.4M – 4869
2025
Q4 		$26.4M Buy
+1,191,258
New +$26.5M 0.04% 589
2025
Q2 		– Sell
-584,158
Closed -$13.1M – 3478
2025
Q1 		$13.1M Buy
+584,158
New +$13.2M 0.03% 656
2024
Q4 		– Sell
-320,350
Closed -$7.6M – 3432
2024
Q3 		$7.6M Buy
320,350
+189,961
+146% +$4.46M 0.02% 881
2024
Q2 		$2.89M Buy
130,389
+118,789
+1,024% +$2.65M 0.01% 1306
2024
Q1 		$270K Buy
+11,600
New +$263K ﹤0.01% 2604
2021
Q4 		– Sell
-44,328
Closed -$1.6M – 4776
2021
Q3 		$1.6M Sell
44,328
-177,922
-80% -$6.48M ﹤0.01% 2185
2021
Q2 		$8.25M Sell
222,250
-70,700
-24% -$2.59M 0.02% 917
2021
Q1 		$10.3M Buy
292,950
+67,600
+30% +$2.26M 0.03% 699
2020
Q4 		$7.18M Buy
225,350
+154,545
+218% +$4.46M 0.02% 741
2020
Q3 		$1.82M Buy
+70,805
New +$1.84M 0.01% 1354
2020
Q2 		– Sell
-57,850
Closed -$1.08M – 3431
2020
Q1 		$1.08M Sell
57,850
-36,550
-39% -$1.47M 0.01% 1349
2019
Q4 		$4.2M Buy
+94,400
New +$4.09M 0.01% 1073
2019
Q3 		– Sell
-42,700
Closed -$1.8M – 3735
2019
Q2 		$1.8M Sell
42,700
-86,900
-67% -$3.73M 0.01% 1512
2019
Q1 		$5.62M Buy
129,600
+67,200
+108% +$2.88M 0.02% 905
2018
Q4 		$2.49M Buy
62,400
+3,400
+6% +$144K 0.01% 1144
2018
Q3 		$2.57M Buy
+59,000
New +$2.63M 0.01% 1314
2014
Q2 		– Sell
-6,394
Closed -$314K – 2320
2014
Q1 		$314K Sell
6,394
-7,842
-55% -$387K ﹤0.01% 1663
2013
Q4 		$656K Buy
+14,236
New +$673K ﹤0.01% 1543

Other funds holding REM

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

John Overdeck's REM Position: Q1 2026 in Review

John Overdeck sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2026, closing a stake of 1,191,258 shares — an estimated $26.4M sold.

John Overdeck first reported a position in REM in Q4 2013 and held it in 18 quarters. The position peaked at $26.4M in Q4 2025. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

  • John Overdeck reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 1,191,258 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $26.4M.
  • John Overdeck first reported a position in iShares Mortgage Real Estate ETF in Q4 2013 and held it in 18 quarters.
  • John Overdeck's iShares Mortgage Real Estate ETF position peaked at $26.4M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.