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 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial's REM Position: Q2 2026 in Review

Raymond James Financial increased its iShares Mortgage Real Estate ETF (REM) stake by 4.3% in Q2 2026, buying an estimated $120K and bringing the position to 130,697 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

Raymond James Financial first reported a position in REM in Q4 2024 and has held it in 7 quarters since. 111 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Raymond James Financial held 130,697 shares of iShares Mortgage Real Estate ETF worth $2.88M as of Q2 2026.
Raymond James Financial bought 5,429 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $120K.
iShares Mortgage Real Estate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3228 holding.
Raymond James Financial first reported a position in iShares Mortgage Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
111 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.