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Sunbelt Securities’s iShares Mortgage Real Estate ETF REM Stock Holding History

Sunbelt Securities’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
Q3 		– Sell
-325
Closed -$7.63K – 1893
2024
Q2 		$7.2K Hold
325
– – ﹤0.01% 1328
2024
Q1 		$7.55K Hold
325
– – ﹤0.01% 1287
2023
Q4 		$7.67K Sell
325
-100
-24% -$2.21K ﹤0.01% 1221
2023
Q3 		$9.49K Hold
425
– – ﹤0.01% 1163
2023
Q2 		$10K Sell
425
-363
-46% -$7.94K ﹤0.01% 1174
2023
Q1 		$16.8K Buy
+788
New +$18.8K ﹤0.01% 1002

Other funds holding REM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities's REM Position: Q3 2024 in Review

Sunbelt Securities sold out of iShares Mortgage Real Estate ETF (REM) in Q3 2024, closing a stake of 325 shares — an estimated $7.63K sold.

Sunbelt Securities first reported a position in REM in Q1 2023 and held it in 6 quarters. The position peaked at $16.8K in Q1 2023. 128 funds tracked by Wall St. Rank hold REM as of Q3 2024.

  • Sunbelt Securities reported no remaining iShares Mortgage Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Sunbelt Securities sold 325 iShares Mortgage Real Estate ETF shares in Q3 2024, an estimated $7.63K.
  • Sunbelt Securities first reported a position in iShares Mortgage Real Estate ETF in Q1 2023 and held it in 6 quarters.
  • Sunbelt Securities's iShares Mortgage Real Estate ETF position peaked at $16.8K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2024.

Based on Sunbelt Securities's 13F filing for Q3 2024, filed 18 Nov 2024.