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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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.