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 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

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial's REM Position: Q1 2026 in Review

Raymond James Financial increased its iShares Mortgage Real Estate ETF (REM) stake by 18% in Q1 2026, buying an estimated $426K and bringing the position to 125,268 shares worth $2.69M. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

Raymond James Financial first reported a position in REM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.85M in Q2 2025. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

Raymond James Financial held 125,268 shares of iShares Mortgage Real Estate ETF worth $2.69M as of Q1 2026.
Raymond James Financial bought 18,989 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $426K.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3109 holding.
Raymond James Financial first reported a position in iShares Mortgage Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares Mortgage Real Estate ETF position peaked at $2.85M in Q2 2025.
119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.