Mount Lucas Management’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.35M | Sell |
63,014
-70,608
| -53% | -$1.59M | 0.5% | 55 |
|
|
2025
Q4 | $2.96M | Buy |
133,622
+6,584
| +5% | +$146K | 1.19% | 13 |
|
|
2025
Q3 | $2.79M | Buy |
+127,038
| New | +$2.83M | 1.15% | 12 |
|
|
2025
Q2 | – | Sell |
-115,606
| Closed | -$2.59M | – | 186 |
|
|
2025
Q1 | $2.59M | Buy |
115,606
+49,322
| +74% | +$1.11M | 0.83% | 18 |
|
|
2024
Q4 | $1.42M | Sell |
66,284
-46,876
| -41% | -$1.06M | 0.49% | 50 |
|
|
2024
Q3 | $2.69M | Buy |
113,160
+12,677
| +13% | +$298K | 0.91% | 20 |
|
|
2024
Q2 | $2.23M | Sell |
100,483
-16,530
| -14% | -$369K | 0.64% | 57 |
|
|
2024
Q1 | $2.72M | Buy |
117,013
+6,924
| +6% | +$157K | 0.74% | 36 |
|
|
2023
Q4 | $2.6M | Buy |
110,089
+2,734
| +3% | +$60.3K | 0.75% | 44 |
|
|
2023
Q3 | $2.4M | Buy |
+107,355
| New | +$2.55M | 0.85% | 42 |
|
|
2022
Q1 | – | Sell |
-76,431
| Closed | -$2.64M | – | 131 |
|
|
2021
Q4 | $2.64M | Sell |
76,431
-75,899
| -50% | -$2.77M | 0.75% | 57 |
|
|
2021
Q3 | $5.51M | Sell |
152,330
-11,394
| -7% | -$415K | 1.67% | 14 |
|
|
2021
Q2 | $6.08M | Sell |
163,724
-7,778
| -5% | -$285K | 1.62% | 13 |
|
|
2021
Q1 | $6.05M | Sell |
171,502
-129,427
| -43% | -$4.33M | 1.78% | 12 |
|
|
2020
Q4 | $9.59M | Buy |
300,929
+190,419
| +172% | +$5.5M | 2.02% | 11 |
|
|
2020
Q3 | $2.85M | Buy |
+110,510
| New | +$2.87M | 0.59% | 44 |
|
|
2020
Q1 | – | Sell |
-159,555
| Closed | -$7.11M | – | 73 |
|
|
2019
Q4 | $7.11M | Buy |
159,555
+85,663
| +116% | +$3.71M | 1.42% | 20 |
|
|
2019
Q3 | $3.11M | Sell |
73,892
-68,322
| -48% | -$2.88M | 0.56% | 56 |
|
|
2019
Q2 | $6M | Sell |
142,214
-10,906
| -7% | -$468K | 1.02% | 33 |
|
|
2019
Q1 | $6.64M | Buy |
153,120
+126,202
| +469% | +$5.42M | 1.1% | 32 |
|
|
2018
Q4 | $1.07M | Sell |
26,918
-139,682
| -84% | -$5.93M | 0.14% | 48 |
|
|
2018
Q3 | $7.26M | Sell |
166,600
-7,307
| -4% | -$326K | 1.06% | 26 |
|
|
2018
Q2 | $7.56M | Buy |
+173,907
| New | +$7.53M | 1.14% | 24 |
|
|
2018
Q1 | – | Sell |
-91,944
| Closed | -$4.16M | – | 106 |
|
|
2017
Q4 | $4.16M | Buy |
91,944
+3,125
| +4% | +$144K | 0.72% | 55 |
|
|
2017
Q3 | $4.16M | Buy |
88,819
+72,297
| +438% | +$3.38M | 0.75% | 55 |
|
|
2017
Q2 | $766K | Buy |
16,522
+340
| +2% | +$15.8K | 0.14% | 81 |
|
|
2017
Q1 | $733K | Sell |
16,182
-12,118
| -43% | -$533K | 0.15% | 81 |
|
|
2016
Q4 | $1.19M | Buy |
28,300
+1,083
| +4% | +$45.4K | 0.23% | 81 |
|
|
2016
Q3 | $1.14M | Buy |
27,217
+2,946
| +12% | +$125K | 0.2% | 76 |
|
|
2016
Q2 | $996K | Buy |
+24,271
| New | +$973K | 0.17% | 61 |
|
Other funds holding REM
ECM
AF
FIA
Mount Lucas Management's REM Position: Q1 2026 in Review
Mount Lucas Management reduced its iShares Mortgage Real Estate ETF (REM) stake by 53% in Q1 2026, selling an estimated $1.59M and leaving 63,014 shares worth $1.35M. The position accounts for 0.5% of the portfolio, ranked #55.
Mount Lucas Management first reported a position in REM in Q2 2016 and has held it in 30 quarters since. The position peaked at $9.59M in Q4 2020. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.
- Mount Lucas Management held 63,014 shares of iShares Mortgage Real Estate ETF worth $1.35M as of Q1 2026.
- Mount Lucas Management sold 70,608 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $1.59M.
- iShares Mortgage Real Estate ETF made up 0.5% of Mount Lucas Management's portfolio in Q1 2026, its #55 holding.
- Mount Lucas Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2016 and has held it in 30 quarters since.
- Mount Lucas Management's iShares Mortgage Real Estate ETF position peaked at $9.59M in Q4 2020.
- 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.
Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.