iShares Mortgage Real Estate ETF

REM

Market cap $612M

Overview Fund Activity

22.39 USD

-0.08

0.36%

At close Updated Sep 19, 10:44 AM EDT

1 day

-0.36%

5 days

-3.49%

1 month

0.58%

3 months

6.98%

6 months

-3.7%

Year to date

4.33%

1 year

-9.46%

5 years

-14.61%

10 years

-48.17%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

0.31% more ownership

Funds ownership: 31.73% [Q1] → 32.04% (+0.31%) [Q2]

8% less funds holding

Funds holding: 120 [Q1] → 110 (-10) [Q2]

14% less capital invested

Capital invested by funds: $206M [Q1] → $177M (-$29.4M) [Q2]

32% less call options, than puts

Call options by funds: $3.17M | Put options by funds: $4.69M

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

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Financial journalist opinion

MORT: More Income, Lower Costs, And Better Stability Than REM

MORT is rated a buy due to its superior yield, historical performance, and lower expense ratio versus REM, rated a hold. MORT offers a higher, sustainable dividend yield (11.67%) and better diversification across holdings, making it attractive for income-focused investors. Favorable rate cut projections and declining mortgage rates create a strong tailwind for mortgage REITs, supporting both income and capital appreciation potential.

MORT: More Income, Lower Costs, And Better Stability Than REM

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

Behind The (Revised) Curve

U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.

Behind The (Revised) Curve

REM: Robust Total Return Outlook

The iShares Mortgage Real Estate Capped ETF invests exclusively in mREITs, exhibiting a 69.17% allocation to its top ten positions. REM's ten largest positions are projected to deliver capital gains of about 4.5% over the next twelve months. The ETF's ~9.3% current yield remains its main appeal, although weakness in commercial mREITs has delayed an anticipated return to dividend growth.

REM: Robust Total Return Outlook

24/7 Wall Street

3 Ultra-High-Yield ETFs Paying Over 10% to Buy Now

Not only do high yielding ETFs keep you well diversified, they'll also pay you handsomely just to hold the fund With an expense ratio of 0.48%, the REM ETF has a 30-day yield of just over 10.3%.

3 Ultra-High-Yield ETFs Paying Over 10% to Buy Now

REM: Solid Choice Unless A Recession Hits

REM is one of those ETFs I am always tracking, even if I don't currently own it (I don't). The mortgage REIT industry is often a steady source of above-average dividend yield, enough to not be too concerned about earning much more than the dividend provides. However, REM has a history of performing very poorly in recessions, which gives me pause, since we might be heading into one soon.

REM: Solid Choice Unless A Recession Hits

Not All 2% Spreads Are Created Equal

Real estate investment spreads are healthier today with higher cap rates and cost of capital, enhancing long-term returns despite similar nominal spreads. Higher cap rates lead to more accretive organic growth, reinvestment, dividends, debt reduction, and buybacks compared to the low-rate environment of early 2022. The current 8% cap rate and 6% cost of capital environment are more favorable for REITs than the previous 6% and 4% scenarios.

Not All 2% Spreads Are Created Equal

REM: Not Worth The Expense

The iShares Mortgage Real Estate ETF is heavily skewed towards a few large-cap mortgage REITs, limiting diversification benefits. REM's 0.48% expense ratio is high and unnecessary, as similar exposure can be achieved by holding key constituent REITs directly. Employment outlook is crucial for REM's performance; current economic signals suggest stability, but the expense ratio remains unjustifiable.

REM: Not Worth The Expense

S&P 500's Dividend Growth Needs To Pick Up To Beat REM's 9.35% Yield

The iShares Mortgage Real Estate Capped ETF invests in 33 US mREITs but holds a significant 65% concentration in its top ten holdings. Muted year-to-date performance has resulted in REM trading at a significantly higher dividend yield relative to the SPY. REM's dividend is well-covered considering the valuations of its top ten holdings.

S&P 500's Dividend Growth Needs To Pick Up To Beat REM's 9.35% Yield

Forescout Marks Innovation Milestones in Strategic Partnership with Microsoft

SAN JOSE, Calif.--(BUSINESS WIRE)-- #BetterTogether--Forescout Technologies, Inc., a global cybersecurity leader, announces two significant milestones in its strategic partnership with Microsoft. Starting today, Forescout's Risk and Exposure Management (REM) solution is available on Microsoft Azure, accompanied by the launch of two new integrations with Microsoft Copilot for Security. These advancements are pivotal in empowering organizations to bolster their security posture through advanced risk management and.

Forescout Marks Innovation Milestones in Strategic Partnership with Microsoft

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