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Wedbush Securities’s iShares Mortgage Real Estate ETF REM Stock Holding History

Wedbush Securities’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
2025
Q1 		– Sell
-12,404
Closed -$265K – 1173
2024
Q4 		$265K Sell
12,404
-517
-4% -$11.7K 0.01% 882
2024
Q3 		$307K Buy
12,921
+3,206
+33% +$75.3K 0.01% 794
2024
Q2 		$215K Sell
9,715
-31,675
-77% -$707K 0.01% 1042
2024
Q1 		$962K Sell
41,390
-854
-2% -$19.3K 0.04% 400
2023
Q4 		$997K Buy
42,244
+1,123
+3% +$24.8K 0.04% 333
2023
Q3 		$919K Sell
41,121
-2,286
-5% -$54.3K 0.05% 330
2023
Q2 		$1.02M Sell
43,407
-510
-1% -$11.2K 0.05% 323
2023
Q1 		$959K Sell
43,917
-1,013
-2% -$24.2K 0.05% 329
2022
Q4 		$1.02M Sell
44,930
-1,622
-3% -$37.8K 0.06% 297
2022
Q3 		$975K Buy
46,552
+1,519
+3% +$42.7K 0.05% 294
2022
Q2 		$1.2M Buy
45,033
+108
+0.2% +$3.2K 0.07% 248
2022
Q1 		$1.47M Sell
44,925
-1,036
-2% -$34.1K 0.07% 247
2021
Q4 		$1.59M Sell
45,961
-2,902
-6% -$106K 0.07% 237
2021
Q3 		$1.77M Sell
48,863
-4,565
-9% -$166K 0.08% 207
2021
Q2 		$1.98M Buy
53,428
+103
+0.2% +$3.77K 0.09% 189
2021
Q1 		$1.88M Buy
53,325
+7,255
+16% +$243K 0.1% 175
2020
Q4 		$1.47M Buy
46,070
+4,843
+12% +$140K 0.13% 168
2020
Q3 		$1.06M Sell
41,227
-8,310
-17% -$216K 0.1% 215
2020
Q2 		$1.23M Buy
49,537
+5,826
+13% +$131K 0.12% 180
2020
Q1 		$817K Buy
43,711
+6,862
+19% +$276K 0.1% 231
2019
Q4 		$1.64M Buy
36,849
+1,004
+3% +$43.5K 0.15% 162
2019
Q3 		$1.51M Buy
35,845
+29,550
+469% +$1.25M 0.15% 159
2019
Q2 		$266K Buy
+6,295
New +$270K 0.03% 690
2018
Q4 		– Sell
-5,049
Closed -$220K – 908
2018
Q3 		$220K Buy
5,049
+7
+0.1% +$312 0.03% 727
2018
Q2 		$219K Buy
+5,042
New +$218K 0.03% 687
2017
Q3 		– Sell
-4,359
Closed -$202K – 865
2017
Q2 		$202K Buy
+4,359
New +$202K 0.03% 704
2016
Q4 		– Sell
-5,704
Closed -$240K – 875
2016
Q3 		$240K Sell
5,704
-246
-4% -$10.4K 0.04% 595
2016
Q2 		$244K Buy
+5,950
New +$239K 0.04% 550
2015
Q4 		– Sell
-2,946
Closed -$117K – 768
2015
Q3 		$117K Buy
2,946
+375
+15% +$16K 0.02% 610
2015
Q2 		$109K Buy
+2,571
New +$119K 0.02% 647

Other funds holding REM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return

Wedbush Securities's REM Position: Q1 2025 in Review

Wedbush Securities sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2025, closing a stake of 12,404 shares — an estimated $265K sold.

Wedbush Securities first reported a position in REM in Q2 2015 and held it in 30 quarters. The position peaked at $1.98M in Q2 2021. 122 funds tracked by Wall St. Rank hold REM as of Q1 2025.

  • Wedbush Securities reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Wedbush Securities sold 12,404 iShares Mortgage Real Estate ETF shares in Q1 2025, an estimated $265K.
  • Wedbush Securities first reported a position in iShares Mortgage Real Estate ETF in Q2 2015 and held it in 30 quarters.
  • Wedbush Securities's iShares Mortgage Real Estate ETF position peaked at $1.98M in Q2 2021.
  • 122 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2025.

Based on Wedbush Securities's 13F filing for Q1 2025, filed 6 May 2025.