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

Rockefeller 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
Q3 		$196K Buy
10,778
+2,514
+30% +$53.7K ﹤0.01% 2676
2026
Q2 		$182K Sell
8,264
-187
-2% -$4.14K ﹤0.01% 2649
2026
Q1 		$181K Sell
8,451
-59
-0.7% -$1.32K ﹤0.01% 2552
2025
Q4 		$189K Sell
8,510
-1,446
-15% -$32.2K ﹤0.01% 2408
2025
Q3 		$219K Sell
9,956
-384
-4% -$8.56K ﹤0.01% 2190
2025
Q2 		$221K Buy
10,340
+113
+1% +$2.37K ﹤0.01% 1702
2025
Q1 		$230K Sell
10,227
-1,139
-10% -$25.7K ﹤0.01% 1637
2024
Q4 		$243K Sell
11,366
-129
-1% -$2.93K ﹤0.01% 1624
2024
Q3 		$273K Buy
+11,495
New +$270K ﹤0.01% 1556
2023
Q1 		– Sell
-698
Closed -$15K – 3481
2022
Q4 		$15K Sell
698
-1,015
-59% -$23.7K ﹤0.01% 2911
2022
Q3 		$35K Buy
1,713
+486
+40% +$13.6K ﹤0.01% 2526
2022
Q2 		$32K Buy
1,227
+212
+21% +$6.27K ﹤0.01% 2485
2022
Q1 		$33K Sell
1,015
-8,426
-89% -$277K ﹤0.01% 2502
2021
Q4 		$325K Buy
9,441
+1,276
+16% +$46.6K ﹤0.01% 1474
2021
Q3 		$295K Buy
8,165
+41
+0.5% +$1.49K ﹤0.01% 1446
2021
Q2 		$301K Buy
+8,124
New +$298K ﹤0.01% 1364

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $11.6B AUM 26.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Rockefeller Capital Management's REM Position: Q3 2026 in Review

Rockefeller Capital Management increased its iShares Mortgage Real Estate ETF (REM) stake by 30% in Q3 2026, buying an estimated $53.7K and bringing the position to 10,778 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Rockefeller Capital Management first reported a position in REM in Q2 2021 and has held it in 16 quarters since. The position peaked at $325K in Q4 2021. 98 funds tracked by Wall St. Rank hold REM as of Q3 2026.

  • Rockefeller Capital Management held 10,778 shares of iShares Mortgage Real Estate ETF worth $196K as of Q3 2026.
  • Rockefeller Capital Management bought 2,514 iShares Mortgage Real Estate ETF shares in Q3 2026, an estimated $53.7K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2676 holding.
  • Rockefeller Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2021 and has held it in 16 quarters since.
  • Rockefeller Capital Management's iShares Mortgage Real Estate ETF position peaked at $325K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.