Truist Financial
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Truist Financial’s iShares Mortgage Real Estate ETF REM Stock Holding History

Truist Financial’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 		$1.11M Buy
50,138
+7,421
+17% +$164K ﹤0.01% 1707
2026
Q1 		$917K Buy
+42,717
New +$959K ﹤0.01% 1752
2023
Q3 		– Sell
-10,508
Closed -$248K – 2660
2023
Q2 		$248K Buy
10,508
+124
+1% +$2.71K ﹤0.01% 2346
2023
Q1 		$227K Buy
10,384
+41
+0.4% +$979 ﹤0.01% 2368
2022
Q4 		$235K Sell
10,343
-113
-1% -$2.63K ﹤0.01% 2351
2022
Q3 		$219K Sell
10,456
-1,003
-9% -$28.2K ﹤0.01% 2259
2022
Q2 		$307K Sell
11,459
-4,094
-26% -$121K ﹤0.01% 2201
2022
Q1 		$508K Sell
15,553
-7,105
-31% -$234K ﹤0.01% 1999
2021
Q4 		$782K Sell
22,658
-5,794
-20% -$212K ﹤0.01% 1771
2021
Q3 		$1.03M Buy
28,452
+3,929
+16% +$143K ﹤0.01% 1586
2021
Q2 		$910K Buy
24,523
+7,272
+42% +$267K ﹤0.01% 1705
2021
Q1 		$608K Sell
17,251
-1,872
-10% -$62.7K ﹤0.01% 1866
2020
Q4 		$610K Sell
19,123
-10,038
-34% -$290K ﹤0.01% 1754
2020
Q3 		$751K Sell
29,161
-216
-0.7% -$5.61K ﹤0.01% 1501
2020
Q2 		$730K Buy
29,377
+12,979
+79% +$291K ﹤0.01% 1426
2020
Q1 		$307K Sell
16,398
-4,084
-20% -$164K ﹤0.01% 1844
2019
Q4 		$912K Buy
20,482
+15,000
+274% +$650K ﹤0.01% 1490
2019
Q3 		$231K Hold
5,482
– – ﹤0.01% 727
2019
Q2 		$231K Hold
5,482
– – ﹤0.01% 733
2019
Q1 		$238K Sell
5,482
-233
-4% -$10K ﹤0.01% 708
2018
Q4 		$228K Sell
5,715
-4,881
-46% -$207K ﹤0.01% 707
2018
Q3 		$462K Buy
10,596
+5,690
+116% +$254K 0.01% 592
2018
Q2 		$213K Buy
4,906
+12
+0.2% +$520 ﹤0.01% 721
2018
Q1 		$208K Hold
4,894
– – ﹤0.01% 720
2017
Q4 		$221K Buy
+4,894
New +$225K ﹤0.01% 738

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

Truist Financial's REM Position: Q2 2026 in Review

Truist Financial increased its iShares Mortgage Real Estate ETF (REM) stake by 17% in Q2 2026, buying an estimated $164K and bringing the position to 50,138 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Truist Financial first reported a position in REM in Q4 2017 and has held it in 25 quarters since. 112 funds tracked by Wall St. Rank hold REM as of Q2 2026.

  • Truist Financial held 50,138 shares of iShares Mortgage Real Estate ETF worth $1.11M as of Q2 2026.
  • Truist Financial bought 7,421 iShares Mortgage Real Estate ETF shares in Q2 2026, an estimated $164K.
  • iShares Mortgage Real Estate ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1707 holding.
  • Truist Financial first reported a position in iShares Mortgage Real Estate ETF in Q4 2017 and has held it in 25 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.