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
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

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
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

Rockefeller Capital Management's REM Position: Q1 2026 in Review

Rockefeller Capital Management reduced its iShares Mortgage Real Estate ETF (REM) stake by 0.69% in Q1 2026, selling an estimated $1.32K and leaving 8,451 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Rockefeller Capital Management first reported a position in REM in Q2 2021 and has held it in 14 quarters since. The position peaked at $325K in Q4 2021. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

  • Rockefeller Capital Management held 8,451 shares of iShares Mortgage Real Estate ETF worth $181K as of Q1 2026.
  • Rockefeller Capital Management sold 59 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $1.32K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2552 holding.
  • Rockefeller Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q2 2021 and has held it in 14 quarters since.
  • Rockefeller Capital Management's iShares Mortgage Real Estate ETF position peaked at $325K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.