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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
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

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Mather Group's REM Position: Q1 2026 in Review

Mather Group opened a new position in iShares Mortgage Real Estate ETF (REM) in Q1 2026: 786 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings. This is a return to the name: Mather Group previously reported a position in REM as recently as Q2 2024.

Mather Group first reported a position in REM in Q2 2024 and has held it in 2 quarters since. The position peaked at $38.6K in Q2 2024. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

  • Mather Group held 786 shares of iShares Mortgage Real Estate ETF worth $16.9K as of Q1 2026.
  • iShares Mortgage Real Estate ETF was a new Mather Group position in Q1 2026.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1321 holding.
  • Mather Group first reported a position in iShares Mortgage Real Estate ETF in Q2 2024 and has held it in 2 quarters since.
  • Mather Group's iShares Mortgage Real Estate ETF position peaked at $38.6K in Q2 2024.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.