SkyView Investment Advisors’s iShares Mortgage Real Estate ETF REM Stock Holding History

SkyView Investment Advisors’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
2023 Q4	–	Sell	-415	Closed	-$9K	–	424
2023 Q3	$9K	Hold	415	–	–	﹤0.01%	362
2023 Q2	$10K	Hold	415	–	–	﹤0.01%	459
2023 Q1	$9K	Hold	415	–	–	﹤0.01%	458
2022 Q4	$9K	Hold	415	–	–	﹤0.01%	420
2022 Q3	$9K	Hold	415	–	–	﹤0.01%	469
2022 Q2	$11K	Sell	415 -114	-22%	-$3.37K	﹤0.01%	508
2022 Q1	$17K	Buy	529 +494	+1,411%	+$16.3K	﹤0.01%	513
2021 Q4	$14K	Buy	+35	New	+$1.28K	﹤0.01%	512

Other funds holding REM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

VAG

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

SkyView Investment Advisors's REM Position: Q4 2023 in Review

SkyView Investment Advisors sold out of iShares Mortgage Real Estate ETF (REM) in Q4 2023, closing a stake of 415 shares — an estimated $9K sold.

SkyView Investment Advisors first reported a position in REM in Q4 2021 and held it in 8 quarters. The position peaked at $17K in Q1 2022. 128 funds tracked by Wall St. Rank hold REM as of Q4 2023.

SkyView Investment Advisors reported no remaining iShares Mortgage Real Estate ETF position as of Q4 2023 after selling out during the quarter.
SkyView Investment Advisors sold 415 iShares Mortgage Real Estate ETF shares in Q4 2023, an estimated $9K.
SkyView Investment Advisors first reported a position in iShares Mortgage Real Estate ETF in Q4 2021 and held it in 8 quarters.
SkyView Investment Advisors's iShares Mortgage Real Estate ETF position peaked at $17K in Q1 2022.
128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.