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

Prelude Capital Management’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
Q2 		$221K Sell
10,000
-21,002
-68% -$465K 0.02% 939
2026
Q1 		$666K Sell
31,002
-48,998
-61% -$1.1M 0.05% 408
2025
Q4 		$1.77M Hold
80,000
– – 0.13% 174
2025
Q3 		$1.76M Buy
+80,000
New +$1.78M 0.14% 185

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prelude Capital Management's REM Position: Q2 2026 in Review

Prelude Capital Management reduced its iShares Mortgage Real Estate ETF (REM) stake by 68% in Q2 2026, selling an estimated $465K and leaving 10,000 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #939.

Prelude Capital Management first reported a position in REM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.77M in Q4 2025. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Prelude Capital Management held 10,000 shares of iShares Mortgage Real Estate ETF worth $221K as of Q2 2026.
  • Prelude Capital Management sold 21,002 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $465K.
  • iShares Mortgage Real Estate ETF made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #939 holding.
  • Prelude Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Prelude Capital Management's iShares Mortgage Real Estate ETF position peaked at $1.77M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.