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

VisionPoint Advisory 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
Q3 		$3.3M Sell
181,427
-19,734
-10% -$421K 0.52% 50
2026
Q2 		$4.44M Sell
201,161
-7,632
-4% -$169K 0.72% 31
2026
Q1 		$4.48M Buy
208,793
+609
+0.3% +$13.7K 0.84% 23
2025
Q4 		$4.62M Sell
208,184
-317
-0.2% -$7.05K 0.9% 21
2025
Q3 		$4.58M Buy
208,501
+5,106
+3% +$114K 0.91% 22
2025
Q2 		$4.35M Sell
203,395
-7,275
-3% -$153K 0.95% 22
2025
Q1 		$4.73M Buy
210,670
+9,326
+5% +$210K 1.62% 13
2024
Q4 		$4.32M Sell
201,344
-21,368
-10% -$485K 1.48% 13
2024
Q3 		$5.28M Buy
222,712
+2,082
+0.9% +$48.9K 1.78% 9
2024
Q2 		$4.89M Sell
220,630
-19,674
-8% -$439K 1.74% 9
2024
Q1 		$5.58M Sell
240,304
-69,015
-22% -$1.56M 2.01% 4
2023
Q4 		$7.3M Sell
309,319
-83,193
-21% -$1.84M 2.69% 5
2023
Q3 		$8.77M Sell
392,512
-18,969
-5% -$451K 3.76% 2
2023
Q2 		$9.7M Buy
411,481
+25,174
+7% +$551K 3.97% 3
2023
Q1 		$7.91M Sell
386,307
-81,108
-17% -$1.94M 3.49% 4
2022
Q4 		$11.9M Buy
+467,415
New +$10.9M 4.93% 3
2022
Q3 		– Sell
-8,212
Closed -$248K – 104
2022
Q2 		$248K Sell
8,212
-19,004
-70% -$562K 0.1% 89
2022
Q1 		$796K Buy
27,216
+7,648
+39% +$252K 0.37% 50
2021
Q4 		$643K Buy
+19,568
New +$715K 0.28% 61

Other funds holding REM

Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $138M AUM 20.97% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VisionPoint Advisory Group's REM Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares Mortgage Real Estate ETF (REM) stake by 9.8% in Q3 2026, selling an estimated $421K and leaving 181,427 shares worth $3.3M. The position accounts for 0.52% of the portfolio, ranked #50.

VisionPoint Advisory Group first reported a position in REM in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q4 2022. 12 funds tracked by Wall St. Rank hold REM as of Q3 2026.

  • VisionPoint Advisory Group held 181,427 shares of iShares Mortgage Real Estate ETF worth $3.3M as of Q3 2026.
  • VisionPoint Advisory Group sold 19,734 iShares Mortgage Real Estate ETF shares in Q3 2026, an estimated $421K.
  • iShares Mortgage Real Estate ETF made up 0.52% of VisionPoint Advisory Group's portfolio in Q3 2026, its #50 holding.
  • VisionPoint Advisory Group first reported a position in iShares Mortgage Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • VisionPoint Advisory Group's iShares Mortgage Real Estate ETF position peaked at $11.9M in Q4 2022.
  • 12 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.