Sanctuary Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Sanctuary Wealth 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
2024 Q4	$17.5K	Hold	820	–	–	0.01%	146
2024 Q3	$19.5K	Hold	820	–	–	0.01%	151
2024 Q2	$18.2K	Hold	820	–	–	0.01%	139
2024 Q1	$19.1K	Sell	820 -420	-34%	-$9.51K	0.02%	130
2023 Q4	$29.3K	Hold	1,240	–	–	0.03%	104
2023 Q3	$27.7K	Hold	1,240	–	–	0.03%	93
2023 Q2	$29.3K	Buy	+1,240	New	+$27.1K	0.03%	97
2022 Q4	$28.1K	Buy	+1,240	New	+$28.9K	0.03%	87
2020 Q1	–	Sell	-8,601	Closed	-$383K	–	26
2019 Q4	$383K	Buy	8,601 +65	+0.8%	+$2.81K	0.43%	11
2019 Q3	$360K	Sell	8,536 -200,948	-96%	-$8.48M	0.36%	15
2019 Q2	$8.84M	Buy	209,484 +201,447	+2,506%	+$8.65M	8.15%	6
2019 Q1	$321K	Hold	8,037	–	–	0.33%	14
2018 Q4	$321K	Buy	+8,037	New	+$341K	0.33%	14
2018 Q1	–	Sell	-13,206	Closed	-$597K	–	20
2017 Q4	$597K	Buy	+13,206	New	+$607K	0.54%	9

Other funds holding REM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Sanctuary Wealth Management's REM Position: Q4 2024 in Review

Sanctuary Wealth Management held its iShares Mortgage Real Estate ETF (REM) position steady in Q4 2024 at 820 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #146.

Sanctuary Wealth Management first reported a position in REM in Q4 2017 and has held it in 14 quarters since. The position peaked at $8.84M in Q2 2019. 124 funds tracked by Wall St. Rank hold REM as of Q4 2024.

Sanctuary Wealth Management held 820 shares of iShares Mortgage Real Estate ETF worth $17.5K as of Q4 2024.
Sanctuary Wealth Management left its iShares Mortgage Real Estate ETF share count unchanged in Q4 2024.
iShares Mortgage Real Estate ETF made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #146 holding.
Sanctuary Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and has held it in 14 quarters since.
Sanctuary Wealth Management's iShares Mortgage Real Estate ETF position peaked at $8.84M in Q2 2019.
124 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.