OP
REM icon

ORG Partners’s iShares Mortgage Real Estate ETF REM Stock Holding History

ORG Partners’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
2024
Q3 		– Sell
-589
Closed -$12.9K – 1335
2024
Q2 		$12.9K Buy
+589
New +$13.2K ﹤0.01% 1187
2024
Q1 		– Sell
-2,041
Closed -$48.1K – 962
2023
Q4 		$48.1K Buy
+2,041
New +$45K 0.01% 524
2023
Q3 		– Sell
-5,871
Closed -$139K – 1554
2023
Q2 		$139K Buy
+5,871
New +$128K 0.02% 443

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

ORG Partners's REM Position: Q3 2024 in Review

ORG Partners sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2024, closing a stake of 589 shares — an estimated $12.9K sold.

ORG Partners first reported a position in REM in Q2 2023 and held it in 3 quarters. The position peaked at $139K in Q2 2023. 128 funds tracked by Wall St. Rank hold REM as of Q3 2024.

  • ORG Partners reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 589 iShares Mortgage Real Estate ETF shares in Q3 2024, an estimated $12.9K.
  • ORG Partners first reported a position in iShares Mortgage Real Estate ETF in Q2 2023 and held it in 3 quarters.
  • ORG Partners's iShares Mortgage Real Estate ETF position peaked at $139K in Q2 2023.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.