Triumph Capital Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

Triumph Capital 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	$121K	Buy	5,486 +264	+5%	+$5.84K	0.02%	451
2026 Q1	$112K	Sell	5,222 -46	-0.9%	-$1.03K	0.02%	435
2025 Q4	$117K	Buy	+5,268	New	+$117K	0.03%	404
2024 Q3	–	Sell	-11,481	Closed	-$254K	–	299
2024 Q2	$254K	Buy	11,481 +191	+2%	+$4.27K	0.1%	192
2024 Q1	$259K	Buy	+11,290	New	+$256K	0.11%	179

Other funds holding REM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Triumph Capital Management's REM Position: Q2 2026 in Review

Triumph Capital Management increased its iShares Mortgage Real Estate ETF (REM) stake by 5.1% in Q2 2026, buying an estimated $5.84K and bringing the position to 5,486 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #451.

Triumph Capital Management first reported a position in REM in Q1 2024 and has held it in 5 quarters since. The position peaked at $259K in Q1 2024. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

Triumph Capital Management held 5,486 shares of iShares Mortgage Real Estate ETF worth $121K as of Q2 2026.
Triumph Capital Management bought 264 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $5.84K.
iShares Mortgage Real Estate ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #451 holding.
Triumph Capital Management first reported a position in iShares Mortgage Real Estate ETF in Q1 2024 and has held it in 5 quarters since.
Triumph Capital Management's iShares Mortgage Real Estate ETF position peaked at $259K in Q1 2024.
112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.