ISHARES MORTGAGE REAL ESTATE REM
$22.04
+0.5% 52w: $19.18 – $23.31
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data19.1821.2523.31
Jun 20, 2025 Jul 2, 2026
Institutional holders
119
-2 QoQ
13F value
$202.3M
-9.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.5×
$3.4M calls / $6.9M puts
Institutional value by quarter
Number of holders
Who owns REM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 1.1M | $23.6M | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.1M | $23.1M | 0.0% | -34.1% |
| MORGAN STANLEY | Bank broker | 987.5K | $21.2M | 0.0% | +21.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 666.7K | $14.3M | 0.3% | +93.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 591.6K | $12.7M | 0.0% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 584.3K | $12.5M | 0.0% | +6.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 353.2K | $7.6M | 0.0% | -9.8% |
| LPL Financial LLC | Bank broker | 340.4K | $7.3M | 0.0% | +12.0% |
| AdvisorNet Financial, Inc | Wealth advisor | 288.5K | $6.2M | 0.3% | +2.3% |
| Foundations Investment Advisors, LLC | Wealth advisor | 228.3K | $4.9M | 0.1% | -13.3% |
| Balefire, LLC | Wealth advisor | 208.8K | $4.5M | 0.8% | +0.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 204.4K | $4.4M | 0.0% | -34.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 158.7K | $3.4M | 0.0% | +468.5% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 155.5K | $3.3M | 0.1% | +17.3% |
| Cynosure Group, LLC | Wealth advisor | 131.6K | $2.8M | 0.4% | +5.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 125.3K | $2.7M | 0.0% | +17.9% |
| UBS Group AG | Bank broker | 118.4K | $2.5M | 0.0% | -28.0% |
| Cetera Investment Advisers | Wealth advisor | 114.9K | $2.5M | 0.0% | +46.3% |
| ROYAL BANK OF CANADA | Bank broker | 114.4K | $2.5M | 0.0% | +16.7% |
| BRIDGES INVESTMENT MANAGEMENT INC | Other | 95.6K | $2.1M | 0.0% | +1.6% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 91.2K | $2.0M | 0.0% | +1.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 89.0K | $1.9M | 0.0% | -22.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 84.5K | $1.8M | 0.0% | -45.6% |
| Mount Lucas Management LP | Wealth advisor | 63.0K | $1.4M | 0.5% | -52.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 62.6K | $1.3M | 0.0% | New |
| Invst, LLC | Wealth advisor | 49.9K | $1.1M | 0.1% | +8.3% |
| IHT Wealth Management, LLC | Wealth advisor | 49.6K | $1.1M | 0.0% | +2.7% |
| Proficio Capital Partners LLC | Wealth advisor | 48.8K | $1.0M | 0.1% | -1.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 48.4K | $1.0M | 0.0% | +1.1% |
| Arlington Capital Management, Inc. | Wealth advisor | 47.2K | $1.0M | 0.6% | +2.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 42.7K | $917K | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 42.6K | $916K | 0.0% | +6.4% |
| Tidal Investments LLC | Diversified mechanical | 42.5K | $914K | 0.0% | Held |
| FIRST FOUNDATION ADVISORS | Other | 42.5K | $912K | 0.0% | 0.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 39.9K | $857K | 0.0% | +0.7% |
| Man Group plc | Quant stat arb | 39.5K | $848K | 0.0% | -74.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 36.7K | $787K | 0.0% | +7.0% |
| CHOREO, LLC | Wealth advisor | 36.3K | $779K | 0.0% | -13.7% |
| Strategic Financial Concepts, LLC | Wealth advisor | 34.0K | $729K | 0.2% | New |
| PRELUDE CAPITAL MANAGEMENT, LLC | Diversified mechanical | 31.0K | $666K | 0.1% | -61.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 30.9K | $663K | 0.0% | +28.9% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 30.6K | $657K | 0.0% | Held |
| Capital Investment Advisors, LLC | Wealth advisor | 30.5K | $654K | 0.0% | -2.8% |
| MANNING & NAPIER ADVISORS LLC | Other | 28.2K | $606K | 0.0% | -12.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 27.0K | $580K | 0.0% | New |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 25.8K | $554K | 0.0% | +55.1% |
| Soltis Investment Advisors LLC | Other | 25.3K | $542K | 0.0% | -56.0% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 25.2K | $541K | 0.0% | -2.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 25.2K | $541K | 0.0% | +3.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 24.5K | $526K | 0.0% | +13.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.