SIM
REM icon

Synergy Investment Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Synergy Investment 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
Q2 		$37.1K Buy
1,682
+24
+1% +$531 0.01% 427
2026
Q1 		$35.6K Buy
+1,658
New +$37.2K 0.01% 327
2025
Q2 		– Sell
-268
Closed -$6K – 450
2025
Q1 		$6K Buy
268
+1
+0.4% +$23 ﹤0.01% 426
2024
Q4 		$5.68K Buy
+267
New +$6.05K ﹤0.01% 441

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Synergy Investment Management's REM Position: Q2 2026 in Review

Synergy Investment Management increased its iShares Mortgage Real Estate ETF (REM) stake by 1.4% in Q2 2026, buying an estimated $531 and bringing the position to 1,682 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #427.

Synergy Investment Management first reported a position in REM in Q4 2024 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Synergy Investment Management held 1,682 shares of iShares Mortgage Real Estate ETF worth $37.1K as of Q2 2026.
  • Synergy Investment Management bought 24 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $531.
  • iShares Mortgage Real Estate ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #427 holding.
  • Synergy Investment Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2024 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.