Sumitomo Mitsui Financial Group’s iShares Mortgage Real Estate ETF REM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $451K | Buy |
20,442
+3,611
| +21% | +$79.9K | 0.01% | 129 |
|
|
2026
Q1 | $361K | Hold |
16,831
| – | – | 0.01% | 117 |
|
|
2025
Q4 | $373K | Hold |
16,831
| – | – | 0.01% | 110 |
|
|
2025
Q3 | $370K | Buy |
16,831
+2,608
| +18% | +$58.1K | 0.01% | 107 |
|
|
2025
Q2 | $304K | Hold |
14,223
| – | – | 0.01% | 117 |
|
|
2025
Q1 | $319K | Hold |
14,223
| – | – | 0.01% | 107 |
|
|
2024
Q4 | $304K | Buy |
14,223
+2,181
| +18% | +$49.5K | ﹤0.01% | 110 |
|
|
2024
Q3 | $286K | Buy |
12,042
+2,056
| +21% | +$48.3K | 0.01% | 114 |
|
|
2024
Q2 | $221K | Buy |
9,986
+5,340
| +115% | +$119K | 0.01% | 123 |
|
|
2024
Q1 | $108K | Hold |
4,646
| – | – | ﹤0.01% | 139 |
|
|
2023
Q4 | $110K | Hold |
4,646
| – | – | ﹤0.01% | 129 |
|
|
2023
Q3 | $104K | Buy |
4,646
+1,619
| +53% | +$38.5K | ﹤0.01% | 128 |
|
|
2023
Q2 | $71.3K | Sell |
3,027
-340
| -10% | -$7.44K | ﹤0.01% | 144 |
|
|
2023
Q1 | $73.5K | Sell |
3,367
-1,115
| -25% | -$26.6K | ﹤0.01% | 143 |
|
|
2022
Q4 | $101K | Sell |
4,482
-80
| -2% | -$1.86K | ﹤0.01% | 145 |
|
|
2022
Q3 | $96K | Buy |
4,562
+784
| +21% | +$22K | ﹤0.01% | 163 |
|
|
2022
Q2 | $101K | Buy |
3,778
+2,960
| +362% | +$87.6K | ﹤0.01% | 175 |
|
|
2022
Q1 | $27K | Hold |
818
| – | – | ﹤0.01% | 187 |
|
|
2021
Q4 | $28K | Sell |
818
-75
| -8% | -$2.74K | ﹤0.01% | 180 |
|
|
2021
Q3 | $32K | Hold |
893
| – | – | ﹤0.01% | 175 |
|
|
2021
Q2 | $33K | Hold |
893
| – | – | ﹤0.01% | 151 |
|
|
2021
Q1 | $32K | Sell |
893
-88
| -9% | -$2.94K | ﹤0.01% | 167 |
|
|
2020
Q4 | $31K | Sell |
981
-144
| -13% | -$4.16K | ﹤0.01% | 139 |
|
|
2020
Q3 | $29K | Buy |
1,125
+117
| +12% | +$3.04K | ﹤0.01% | 141 |
|
|
2020
Q2 | $25K | Sell |
1,008
-5,447
| -84% | -$122K | ﹤0.01% | 137 |
|
|
2020
Q1 | $120K | Buy |
6,455
+5,545
| +609% | +$223K | 0.01% | 118 |
|
|
2019
Q4 | $41K | Buy |
910
+81
| +10% | +$3.51K | ﹤0.01% | 123 |
|
|
2019
Q3 | $35K | Buy |
+829
| New | +$35K | ﹤0.01% | 122 |
|
|
2019
Q1 | – | Sell |
-10,769
| Closed | -$434K | – | 125 |
|
|
2018
Q4 | $434K | Hold |
10,769
| – | – | 0.03% | 76 |
|
|
2018
Q3 | $469K | Buy |
10,769
+8,265
| +330% | +$369K | 0.04% | 74 |
|
|
2018
Q2 | $109K | Hold |
2,504
| – | – | 0.01% | 78 |
|
|
2018
Q1 | $106K | Buy |
2,504
+304
| +14% | +$12.9K | 0.01% | 89 |
|
|
2017
Q4 | $99K | Hold |
2,200
| – | – | 0.01% | 70 |
|
|
2017
Q3 | $103K | Hold |
2,200
| – | – | 0.01% | 76 |
|
|
2017
Q2 | $102K | Buy |
+2,200
| New | +$102K | 0.02% | 70 |
|
|
2017
Q1 | – | Sell |
-8,685
| Closed | -$365K | – | 86 |
|
|
2016
Q4 | $365K | Buy |
+8,685
| New | +$364K | 0.08% | 30 |
|
Other funds holding REM
ECM
AF
Sumitomo Mitsui Financial Group's REM Position: Q2 2026 in Review
Sumitomo Mitsui Financial Group increased its iShares Mortgage Real Estate ETF (REM) stake by 21% in Q2 2026, buying an estimated $79.9K and bringing the position to 20,442 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #129.
Sumitomo Mitsui Financial Group first reported a position in REM in Q4 2016 and has held it in 36 quarters since. The position peaked at $469K in Q3 2018. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.
- Sumitomo Mitsui Financial Group held 20,442 shares of iShares Mortgage Real Estate ETF worth $451K as of Q2 2026.
- Sumitomo Mitsui Financial Group bought 3,611 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $79.9K.
- iShares Mortgage Real Estate ETF made up 0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #129 holding.
- Sumitomo Mitsui Financial Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2016 and has held it in 36 quarters since.
- Sumitomo Mitsui Financial Group's iShares Mortgage Real Estate ETF position peaked at $469K in Q3 2018.
- 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.
Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.