LNC
REM icon

Lincoln National Corp’s iShares Mortgage Real Estate ETF REM Stock Holding History

Lincoln National Corp’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
2022
Q2 		– Sell
-6,664
Closed -$218K – 925
2022
Q1 		$218K Buy
6,664
+9
+0.1% +$296 ﹤0.01% 833
2021
Q4 		$230K Buy
+6,655
New +$243K ﹤0.01% 794
2021
Q2 		– Sell
-6,629
Closed -$234K – 871
2021
Q1 		$234K Buy
6,629
+33
+0.5% +$1.1K 0.01% 708
2020
Q4 		$210K Sell
6,596
-2,050
-24% -$59.2K 0.01% 694
2020
Q3 		$223K Buy
+8,646
New +$225K 0.01% 598
2020
Q1 		– Sell
-5,669
Closed -$252K – 657
2019
Q4 		$252K Buy
5,669
+40
+0.7% +$1.73K 0.01% 541
2019
Q3 		$237K Buy
5,629
+42
+0.8% +$1.77K 0.01% 506
2019
Q2 		$236K Buy
5,587
+46
+0.8% +$1.97K 0.01% 487
2019
Q1 		$240K Buy
5,541
+30
+0.5% +$1.29K 0.01% 446
2018
Q4 		$221K Sell
5,511
-32
-0.6% -$1.36K 0.01% 426
2018
Q3 		$242K Buy
5,543
+57
+1% +$2.54K 0.01% 412
2018
Q2 		$239K Buy
5,486
+360
+7% +$15.6K 0.01% 411
2018
Q1 		$218K Sell
5,126
-5,001
-49% -$213K 0.01% 434
2017
Q4 		$458K Buy
+10,127
New +$466K 0.01% 388

Other funds holding REM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

Lincoln National Corp's REM Position: Q2 2022 in Review

Lincoln National Corp sold out of iShares Mortgage Real Estate ETF (REM) in Q2 2022, closing a stake of 6,664 shares — an estimated $218K sold.

Lincoln National Corp first reported a position in REM in Q4 2017 and held it in 14 quarters. The position peaked at $458K in Q4 2017. 128 funds tracked by Wall St. Rank hold REM as of Q2 2022.

  • Lincoln National Corp reported no remaining iShares Mortgage Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Lincoln National Corp sold 6,664 iShares Mortgage Real Estate ETF shares in Q2 2022, an estimated $218K.
  • Lincoln National Corp first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and held it in 14 quarters.
  • Lincoln National Corp's iShares Mortgage Real Estate ETF position peaked at $458K in Q4 2017.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2022.

Based on Lincoln National Corp's 13F filing for Q2 2022, filed 2 Aug 2022.