Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

Kovitz Investment Group Partners’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
-163,402
Closed -$3.62M – 515
2025
Q4 		$3.62M Buy
+163,402
New +$3.63M 0.08% 167

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Kovitz Investment Group Partners's REM Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2026, closing a stake of 163,402 shares — an estimated $3.62M sold.

Kovitz Investment Group Partners first reported a position in REM in Q4 2025 and held it in 1 quarter. The position peaked at $3.62M in Q4 2025. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 163,402 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $3.62M.
  • Kovitz Investment Group Partners first reported a position in iShares Mortgage Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's iShares Mortgage Real Estate ETF position peaked at $3.62M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.