Mather Group
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Mather Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

Mather Group’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
Q3 		$14.3K Hold
786
– – ﹤0.01% 1533
2026
Q2 		$17.3K Hold
786
– – ﹤0.01% 1363
2026
Q1 		$16.9K Buy
+786
New +$17.7K ﹤0.01% 1321
2024
Q3 		– Sell
-1,660
Closed -$38.6K – 2093
2024
Q2 		$38.6K Buy
+1,660
New +$37.1K ﹤0.01% 1073

Other funds holding REM

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Point Nemo Capital
Point Nemo Capital Dripping Springs, Texas $215M AUM 44.74% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mather Group's REM Position: Q3 2026 in Review

Mather Group held its iShares Mortgage Real Estate ETF (REM) position steady in Q3 2026 at 786 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Mather Group first reported a position in REM in Q2 2024 and has held it in 4 quarters since. The position peaked at $38.6K in Q2 2024. 59 funds tracked by Wall St. Rank hold REM as of Q3 2026.

  • Mather Group held 786 shares of iShares Mortgage Real Estate ETF worth $14.3K as of Q3 2026.
  • Mather Group left its iShares Mortgage Real Estate ETF share count unchanged in Q3 2026.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1533 holding.
  • Mather Group first reported a position in iShares Mortgage Real Estate ETF in Q2 2024 and has held it in 4 quarters since.
  • Mather Group's iShares Mortgage Real Estate ETF position peaked at $38.6K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.