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Kestra Advisory Services’s iShares Mortgage Real Estate ETF REM Stock Holding History

Kestra Advisory Services’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 		$526K Sell
23,854
-7,027
-23% -$156K ﹤0.01% 2303
2026
Q1 		$663K Buy
30,881
+6,928
+29% +$156K ﹤0.01% 2013
2025
Q4 		$531K Buy
23,953
+324
+1% +$7.21K ﹤0.01% 2096
2025
Q3 		$519K Sell
23,629
-2,947
-11% -$65.7K ﹤0.01% 2043
2025
Q2 		$568K Buy
26,576
+3,059
+13% +$64.3K ﹤0.01% 1873
2025
Q1 		$528K Buy
23,517
+1,178
+5% +$26.6K ﹤0.01% 1786
2024
Q4 		$477K Sell
22,339
-2,161
-9% -$49K ﹤0.01% 1905
2024
Q3 		$581K Buy
24,500
+7,660
+45% +$180K ﹤0.01% 1676
2024
Q2 		$373K Buy
16,840
+3,933
+30% +$87.8K ﹤0.01% 1980
2024
Q1 		$300K Buy
12,907
+1,495
+13% +$33.8K ﹤0.01% 1994
2023
Q4 		$269K Buy
11,412
+1,838
+19% +$40.6K ﹤0.01% 1920
2023
Q3 		$214K Buy
9,574
+200
+2% +$4.75K ﹤0.01% 1896
2023
Q2 		$221K Sell
9,374
-2,116
-18% -$46.3K ﹤0.01% 1843
2023
Q1 		$251K Buy
11,490
+1,531
+15% +$36.5K ﹤0.01% 1683
2022
Q4 		$226K Sell
9,959
-158
-2% -$3.68K ﹤0.01% 1947
2022
Q3 		$212K Buy
10,117
+1
+0% +$28 ﹤0.01% 1847
2022
Q2 		$270K Sell
10,116
-1,500
-13% -$44.4K ﹤0.01% 1692
2022
Q1 		$379K Sell
11,616
-320
-3% -$10.5K ﹤0.01% 1452
2021
Q4 		$412K Sell
11,936
-388
-3% -$14.2K ﹤0.01% 1418
2021
Q3 		$446K Sell
12,324
-702
-5% -$25.6K ﹤0.01% 1449
2021
Q2 		$484K Buy
13,026
+960
+8% +$35.2K 0.01% 1293
2021
Q1 		$425K Sell
12,066
-21,774
-64% -$729K 0.01% 1268
2020
Q4 		$1.07M Buy
33,840
+16,732
+98% +$483K 0.01% 842
2020
Q3 		$441K Buy
+17,108
New +$444K 0.01% 943

Other funds holding REM

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
BNP Paribas Financial Markets
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kestra Advisory Services's REM Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Mortgage Real Estate ETF (REM) stake by 23% in Q2 2026, selling an estimated $156K and leaving 23,854 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Kestra Advisory Services first reported a position in REM in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.07M in Q4 2020. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Kestra Advisory Services held 23,854 shares of iShares Mortgage Real Estate ETF worth $526K as of Q2 2026.
  • Kestra Advisory Services sold 7,027 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $156K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2303 holding.
  • Kestra Advisory Services first reported a position in iShares Mortgage Real Estate ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's iShares Mortgage Real Estate ETF position peaked at $1.07M in Q4 2020.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.