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

Lido 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
2026 Q2	–	Sell	-13,145	Closed	-$282K	–	2246
2026 Q1	$282K	Sell	13,145 -132,211	-91%	-$2.97M	﹤0.01%	1601
2025 Q4	$3.22M	Buy	145,356 +132,777	+1,056%	+$2.95M	0.01%	581
2025 Q3	$276K	Sell	12,579 -58	-0.5%	-$1.29K	﹤0.01%	1528
2025 Q2	$270K	Buy	12,637 +116	+0.9%	+$2.44K	﹤0.01%	1386
2025 Q1	$281K	Hold	12,521	–	–	﹤0.01%	1242
2024 Q4	$267K	Hold	12,521	–	–	﹤0.01%	1274
2024 Q3	$297K	Hold	12,521	–	–	﹤0.01%	1174
2024 Q2	$277K	Hold	12,521	–	–	﹤0.01%	1163
2024 Q1	$291K	Hold	12,521	–	–	﹤0.01%	1116
2023 Q4	$295K	Buy	+12,521	New	+$276K	﹤0.01%	1042

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

Lido Advisors's REM Position: Q2 2026 in Review

Lido Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2026, closing a stake of 13,145 shares — an estimated $282K sold.

Lido Advisors first reported a position in REM in Q4 2023 and held it in 10 quarters. The position peaked at $3.22M in Q4 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Lido Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 13,145 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $282K.
Lido Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2023 and held it in 10 quarters.
Lido Advisors's iShares Mortgage Real Estate ETF position peaked at $3.22M in Q4 2025.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.