Raymond James Financial’s iShares Mortgage Real Estate ETF REM Stock Holding History

Raymond James Financial’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 Q3	$2.39M	Buy	131,350 +653	+0.5%	+$13.9K	﹤0.01%	3387
2026 Q2	$2.88M	Buy	130,697 +5,429	+4%	+$120K	﹤0.01%	3228
2026 Q1	$2.69M	Buy	125,268 +18,989	+18%	+$426K	﹤0.01%	3109
2025 Q4	$2.36M	Sell	106,279 -2,694	-2%	-$59.9K	﹤0.01%	3131
2025 Q3	$2.39M	Sell	108,973 -24,365	-18%	-$543K	﹤0.01%	3032
2025 Q2	$2.85M	Buy	133,338 +61,364	+85%	+$1.29M	﹤0.01%	2799
2025 Q1	$1.62M	Buy	71,974 +48,057	+201%	+$1.08M	﹤0.01%	3145
2024 Q4	$511K	Buy	+23,917	New	+$542K	﹤0.01%	3895

Other funds holding REM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Raymond James Financial's REM Position: Q3 2026 in Review

Raymond James Financial increased its iShares Mortgage Real Estate ETF (REM) stake by 0.5% in Q3 2026, buying an estimated $13.9K and bringing the position to 131,350 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #3387.

Raymond James Financial first reported a position in REM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.88M in Q2 2026. 98 funds tracked by Wall St. Rank hold REM as of Q3 2026.

Raymond James Financial held 131,350 shares of iShares Mortgage Real Estate ETF worth $2.39M as of Q3 2026.
Raymond James Financial bought 653 iShares Mortgage Real Estate ETF shares in Q3 2026, an estimated $13.9K.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #3387 holding.
Raymond James Financial first reported a position in iShares Mortgage Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's iShares Mortgage Real Estate ETF position peaked at $2.88M in Q2 2026.
98 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.