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Principal Securities’s iShares Mortgage Real Estate ETF REM Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,028
Closed -$22.6K – 3033
2025
Q3 		$22.6K Buy
1,028
+95
+10% +$2.12K ﹤0.01% 2353
2025
Q2 		$19.9K Hold
933
– – ﹤0.01% 2321
2025
Q1 		$19.9K Hold
933
– – ﹤0.01% 2197
2024
Q4 		$19.9K Buy
933
+56
+6% +$1.27K ﹤0.01% 2193
2024
Q3 		$20.8K Sell
877
-907
-51% -$21.3K ﹤0.01% 2099
2024
Q2 		$39.5K Buy
1,784
+764
+75% +$17.1K ﹤0.01% 1731
2024
Q1 		$23.7K Sell
1,020
-100
-9% -$2.26K ﹤0.01% 1921
2023
Q4 		$26.4K Buy
+1,120
New +$24.7K ﹤0.01% 1779

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Principal Securities's REM Position: Q4 2025 in Review

Principal Securities sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2025, closing a stake of 1,028 shares — an estimated $22.6K sold.

Principal Securities first reported a position in REM in Q4 2023 and held it in 8 quarters. The position peaked at $39.5K in Q2 2024. 122 funds tracked by Wall St. Rank hold REM as of Q4 2025.

  • Principal Securities reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,028 iShares Mortgage Real Estate ETF shares in Q4 2025, an estimated $22.6K.
  • Principal Securities first reported a position in iShares Mortgage Real Estate ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Mortgage Real Estate ETF position peaked at $39.5K in Q2 2024.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.