UBS Group’s iShares Mortgage Real Estate ETF REM Stock Holding History

UBS Group’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 Q1	$2.54M	Sell	118,382 -46,009	-28%	-$1.03M	﹤0.01%	4748
2025 Q4	$3.65M	Buy	164,391 +26,257	+19%	+$584K	﹤0.01%	4343
2025 Q3	$3.03M	Sell	138,134 -33,924	-20%	-$756K	﹤0.01%	4546
2025 Q2	$3.68M	Buy	172,058 +22,459	+15%	+$472K	﹤0.01%	4188
2025 Q1	$3.36M	Sell	149,599 -61,988	-29%	-$1.4M	﹤0.01%	4208
2024 Q4	$4.52M	Buy	211,587 +69,499	+49%	+$1.58M	﹤0.01%	3946
2024 Q3	$3.37M	Sell	142,088 -10,643	-7%	-$250K	﹤0.01%	3462
2024 Q2	$3.38M	Buy	152,731 +8,048	+6%	+$180K	﹤0.01%	3225
2024 Q1	$3.36M	Sell	144,683 -12,328	-8%	-$279K	﹤0.01%	3393
2023 Q4	$3.7M	Sell	157,011 -26,546	-14%	-$586K	﹤0.01%	3097
2023 Q3	$4.1M	Sell	183,557 -1,762	-1%	-$41.9K	﹤0.01%	2769
2023 Q2	$4.37M	Sell	185,319 -9,725	-5%	-$213K	﹤0.01%	2728
2023 Q1	$4.26M	Sell	195,044 -51,737	-21%	-$1.23M	﹤0.01%	2673
2022 Q4	$5.6M	Sell	246,781 -10,084	-4%	-$235K	﹤0.01%	2391
2022 Q3	$5.38M	Buy	256,865 +1,431	+0.6%	+$40.2K	﹤0.01%	2291
2022 Q2	$6.83M	Buy	255,434 +4,379	+2%	+$130K	﹤0.01%	2110
2022 Q1	$8.2M	Sell	251,055 -9,622	-4%	-$317K	﹤0.01%	2094
2021 Q4	$9M	Sell	260,677 -18,046	-6%	-$659K	﹤0.01%	2240
2021 Q3	$10.1M	Sell	278,723 -22,330	-7%	-$813K	﹤0.01%	2022
2021 Q2	$11.2M	Sell	301,053 -14,581	-5%	-$534K	﹤0.01%	1936
2021 Q1	$11.1M	Buy	315,634 +25,617	+9%	+$857K	﹤0.01%	1861
2020 Q4	$9.24M	Buy	290,017 +71,266	+33%	+$2.06M	﹤0.01%	1906
2020 Q3	$5.63M	Sell	218,751 -89,791	-29%	-$2.33M	﹤0.01%	2093
2020 Q2	$7.67M	Buy	308,542 +73,310	+31%	+$1.64M	﹤0.01%	1720
2020 Q1	$4.4M	Sell	235,232 -53,623	-19%	-$2.16M	﹤0.01%	2036
2019 Q4	$12.9M	Buy	288,855 +68,201	+31%	+$2.95M	﹤0.01%	1722
2019 Q3	$9.3M	Buy	220,654 +10,757	+5%	+$454K	﹤0.01%	1827
2019 Q2	$8.85M	Sell	209,897 -23,592	-10%	-$1.01M	﹤0.01%	1864
2019 Q1	$10.1M	Buy	233,489 +11,747	+5%	+$504K	﹤0.01%	1666
2018 Q4	$8.86M	Buy	221,742 +97,806	+79%	+$4.15M	﹤0.01%	1675
2018 Q3	$5.4M	Sell	123,936 -5,820	-4%	-$260K	﹤0.01%	2280
2018 Q2	$5.64M	Sell	129,756 -683	-0.5%	-$29.6K	﹤0.01%	2234
2018 Q1	$5.54M	Sell	130,439 -5,204	-4%	-$221K	﹤0.01%	2203
2017 Q4	$6.13M	Sell	135,643 -34,692	-20%	-$1.59M	﹤0.01%	2155
2017 Q3	$7.98M	Buy	170,335 +964	+0.6%	+$45.1K	﹤0.01%	1792
2017 Q2	$7.86M	Buy	169,371 +1,301	+0.8%	+$60.4K	﹤0.01%	1745
2017 Q1	$7.61M	Buy	168,070 +4,701	+3%	+$207K	﹤0.01%	1722
2016 Q4	$6.87M	Sell	163,369 -79,189	-33%	-$3.32M	﹤0.01%	1802
2016 Q3	$10.2M	Sell	242,558 -14,028	-5%	-$595K	0.01%	1397
2016 Q2	$10.5M	Buy	256,586 +130,577	+104%	+$5.24M	0.01%	1347
2016 Q1	$4.87M	Sell	126,009 -485	-0.4%	-$17.9K	﹤0.01%	1891
2015 Q4	$4.84M	Buy	126,494 +7,021	+6%	+$279K	﹤0.01%	1993
2015 Q3	$4.75M	Sell	119,473 -11,474	-9%	-$488K	﹤0.01%	1966
2015 Q2	$5.54M	Sell	130,947 -10,397	-7%	-$480K	﹤0.01%	1974
2015 Q1	$6.61M	Sell	141,344 -32,552	-19%	-$1.53M	﹤0.01%	1833
2014 Q4	$8.14M	Buy	+173,896	New	+$8.54M	0.01%	1665

Other funds holding REM

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

UBS Group's REM Position: Q1 2026 in Review

UBS Group reduced its iShares Mortgage Real Estate ETF (REM) stake by 28% in Q1 2026, selling an estimated $1.03M and leaving 118,382 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #4748.

UBS Group first reported a position in REM in Q4 2014 and has held it in 46 quarters since. The position peaked at $12.9M in Q4 2019. 119 funds tracked by Wall St. Rank hold REM as of Q1 2026.

UBS Group held 118,382 shares of iShares Mortgage Real Estate ETF worth $2.54M as of Q1 2026.
UBS Group sold 46,009 iShares Mortgage Real Estate ETF shares in Q1 2026, an estimated $1.03M.
iShares Mortgage Real Estate ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4748 holding.
UBS Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's iShares Mortgage Real Estate ETF position peaked at $12.9M in Q4 2019.
119 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.