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Oarsman Capital’s iShares Mortgage Real Estate ETF REM Stock Holding History

Oarsman Capital’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
2025
Q1 		– Sell
-142
Closed -$3.04K – 691
2024
Q4 		$3.04K Buy
142
+5
+4% +$113 ﹤0.01% 811
2024
Q3 		$3.25K Buy
+137
New +$3.22K ﹤0.01% 814
2016
Q4 		– Sell
-3,656
Closed -$154K – 177
2016
Q3 		$154K Hold
3,656
– – 0.08% 179
2016
Q2 		$150K Buy
3,656
+2
+0.1% +$80 0.08% 180
2016
Q1 		$141K Sell
3,654
-224
-6% -$8.25K 0.08% 176
2015
Q4 		$148K Sell
3,878
-149
-4% -$5.93K 0.08% 177
2015
Q3 		$160K Buy
4,027
+2
+0% +$85 0.09% 173
2015
Q2 		$170K Buy
4,025
+214
+6% +$9.88K 0.12% 167
2015
Q1 		$178K Buy
3,811
+3
+0.1% +$141 0.12% 164
2014
Q4 		$178K Sell
3,808
-115
-3% -$5.65K 0.13% 159
2014
Q3 		$185K Sell
3,923
-262
-6% -$13.2K 0.14% 154
2014
Q2 		$212K Buy
4,185
+252
+6% +$12.6K 0.15% 154
2014
Q1 		$193K Sell
3,933
-187
-5% -$9.22K 0.15% 155
2013
Q4 		$190K Buy
4,120
+153
+4% +$7.23K 0.15% 150
2013
Q3 		$190K Buy
3,967
+32
+0.8% +$1.56K 0.17% 142
2013
Q2 		$199K Buy
+3,935
New +$230K 0.19% 135

Other funds holding REM

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return

Oarsman Capital's REM Position: Q1 2025 in Review

Oarsman Capital sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2025, closing a stake of 142 shares — an estimated $3.04K sold.

Oarsman Capital first reported a position in REM in Q2 2013 and held it in 16 quarters. The position peaked at $212K in Q2 2014. 122 funds tracked by Wall St. Rank hold REM as of Q1 2025.

  • Oarsman Capital reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 142 iShares Mortgage Real Estate ETF shares in Q1 2025, an estimated $3.04K.
  • Oarsman Capital first reported a position in iShares Mortgage Real Estate ETF in Q2 2013 and held it in 16 quarters.
  • Oarsman Capital's iShares Mortgage Real Estate ETF position peaked at $212K in Q2 2014.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.