REM Institutional Ownership & Shareholders
ISHARES MORTGAGE REAL ESTATE (REM) is currently held by 108 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $196.40M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of REM tracked by InsiderSet, reporting ownership valued at approximately $24.51M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.12M, representing an estimated loss of -22.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed REM value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Morgan Stanley, Bnp Paribas Financial Markets, and several other long-term asset managers with concentrated positions in ISHARES MORTGAGE REAL ESTATE (REM).
This page ranks the largest institutional REM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
108
Total Reported Value
$196.40M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$24.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.00% | 1,111,521 | $24,509,023 | $19,118,161 | -$5,390,862 | -22.00% | |
| Morgan Stanley | 0.00% | 1,062,779 | $23,434,303 | $18,279,799 | -$5,154,504 | -22.00% | |
| Bnp Paribas Financial Markets | 0.01% | 786,000 | $17,331,300 | $13,519,200 | -$3,812,100 | -22.00% | |
| Bank Of America Corp | 0.00% | 591,342 | $13,039,092 | $10,171,082 | -$2,868,010 | -22.00% | |
| Bank Of New York Mellon Corp | 0.00% | 588,513 | $12,976,715 | $10,122,424 | -$2,854,291 | -22.00% | |
| Evergreen Capital Management Llc | 0.22% | 682,115 | $12,421,318 | $11,732,378 | -$688,940 | -5.55% | |
| Osaic Holdings, Inc. | 0.01% | 331,638 | $7,312,515 | $5,704,174 | -$1,608,341 | -21.99% | |
| Advisornet Financial, Inc | 0.28% | 367,238 | $6,294,467 | $6,316,494 | +$22,027 | +0.35% | |
| Lpl Financial Llc | 0.00% | 259,385 | $5,719,437 | $4,461,422 | -$1,258,015 | -22.00% | |
| Ameriprise Financial Inc | 0.00% | 207,305 | $4,570,035 | $3,565,646 | -$1,004,389 | -21.98% | |
| Foundations Investment Advisors, Llc | 0.05% | 201,617 | $4,445,647 | $3,467,812 | -$977,835 | -22.00% | |
| Point Nemo Capital, Llc | 2.05% | 183,205 | $4,039,670 | $3,151,126 | -$888,544 | -22.00% | |
| Independent Financial Group, Llc | 0.07% | 213,246 | $3,883,209 | $3,667,831 | -$215,378 | -5.55% | |
| Envestnet Asset Management Inc | 0.00% | 169,651 | $3,740,808 | $2,917,997 | -$822,811 | -22.00% | |
| Balefire, Llc | 0.52% | 181,427 | $3,303,788 | $3,120,544 | -$183,244 | -5.55% | |
| Trivium Point Advisory, Llc | 0.28% | 138,985 | $3,064,625 | $2,390,542 | -$674,083 | -22.00% | |
| Mount Lucas Management Lp | 1.08% | 137,838 | $3,039,328 | $2,370,814 | -$668,514 | -22.00% | |
| Raymond James Financial Inc | 0.00% | 130,697 | $2,881,872 | $2,247,988 | -$633,884 | -22.00% | |
| Mml Investors Services, Llc | 0.01% | 123,571 | $2,724,739 | $2,125,421 | -$599,318 | -22.00% | |
| Cetera Investment Advisers | 0.00% | 122,333 | $2,697,422 | $2,104,128 | -$593,294 | -21.99% | |
| Ubs Group Ag | 0.00% | 118,142 | $2,605,031 | $2,032,042 | -$572,989 | -22.00% | |
| Bridges Investment Management Inc | 0.03% | 95,079 | $2,096,492 | $1,635,359 | -$461,133 | -22.00% | |
| Harbour Investments, Inc. | 0.03% | 87,705 | $1,933,889 | $1,508,526 | -$425,363 | -22.00% | |
| Royal Bank Of Canada | 0.00% | 85,994 | $1,896,000 | $1,479,097 | -$416,903 | -21.99% | |
| Tower Research Capital Llc (Trc) | 0.03% | 59,605 | $1,314,290 | $1,025,206 | -$289,084 | -22.00% | |
| Invst, Llc | 0.12% | 57,597 | $1,270,014 | $990,668 | -$279,346 | -22.00% | |
| D. E. Shaw & Co., Inc. | 0.00% | 56,312 | $1,241,680 | $968,566 | -$273,114 | -22.00% | |
| Jane Street Group, Llc | 0.00% | 54,693 | $1,205,981 | $940,720 | -$265,261 | -22.00% | |
| Iht Wealth Management, Llc | 0.02% | 48,271 | $1,064,385 | $830,261 | -$234,124 | -22.00% | |
| Tidal Investments Llc | 0.00% | 45,923 | $1,012,602 | $789,876 | -$222,726 | -22.00% | |
| Truist Financial Corp | 0.00% | 54,252 | $987,927 | $933,134 | -$54,793 | -5.55% | |
| Janney Montgomery Scott Llc | 0.00% | 41,439 | $914,000 | $712,751 | -$201,249 | -22.02% | |
| First Foundation Advisors | 0.03% | 39,958 | $881,076 | $687,278 | -$193,798 | -22.00% | |
| Man Group Plc | 0.00% | 39,505 | $871,085 | $679,486 | -$191,599 | -22.00% | |
| Aster Capital Management (Difc) Ltd | 0.17% | 35,730 | $787,847 | $614,556 | -$173,291 | -22.00% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 34,200 | $754,110 | $588,240 | -$165,870 | -22.00% | |
| Captrust Financial Advisors | 0.00% | 28,727 | $633,426 | $494,104 | -$139,322 | -21.99% | |
| Simplicity Wealth,Llc | 0.02% | 31,871 | $580,366 | $548,181 | -$32,185 | -5.55% | |
| Wealthfront Advisers Llc | 0.00% | 24,833 | $547,568 | $427,128 | -$120,440 | -22.00% | |
| Capital Investment Advisors, Llc | 0.01% | 29,818 | $542,984 | $512,870 | -$30,114 | -5.55% | |
| Choreo, Llc | 0.01% | 29,558 | $538,247 | $508,398 | -$29,849 | -5.55% | |
| Manning & Napier Advisors Llc | 0.01% | 24,356 | $537,056 | $418,923 | -$118,133 | -22.00% | |
| Goldman Sachs Group Inc | 0.00% | 24,225 | $534,161 | $416,670 | -$117,491 | -22.00% | |
| Kestra Advisory Services, Llc | 0.00% | 23,854 | $525,990 | $410,289 | -$115,701 | -22.00% | |
| Thrivent Financial For Lutherans | 0.00% | 22,923 | $505,000 | $394,276 | -$110,724 | -21.93% | |
| Mariner, Llc | 0.00% | 22,853 | $503,876 | $393,072 | -$110,804 | -21.99% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 26,547 | $483,421 | $456,608 | -$26,813 | -5.55% | |
| Kestra Private Wealth Services, Llc | 0.00% | 25,162 | $458,205 | $432,786 | -$25,419 | -5.55% | |
| Creativeone Wealth, Llc | 0.01% | 20,508 | $452,209 | $352,738 | -$99,471 | -22.00% | |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | 20,442 | $450,542 | $351,602 | -$98,940 | -21.96% |
Frequently asked questions about REM
Who are the largest institutional holders of REM?
The largest institutional holders of REM reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Morgan Stanley, Bnp Paribas Financial Markets, Bank Of America Corp, and Bank Of New York Mellon Corp. InsiderSet ranks institutional holders by their latest reported REM position.
What is REM institutional ownership?
This page tracks REM positions reported by institutional investment managers through SEC Form 13F. ISHARES MORTGAGE REAL ESTATE (REM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own REM?
InsiderSet currently tracks 108 institutional managers reporting REM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of REM shareholders.
How much REM stock do institutions own?
Institutional investment managers disclosed approximately $196.40M in REM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was REM institutional ownership last updated?
The latest REM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional REM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its REM position after the reporting date.
Are institutions buying or selling REM?
Institutional buying and selling can be analyzed by comparing REM positions across consecutive 13F reporting periods. InsiderSet's REM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View REM ownership changes.
How has REM institutional ownership changed over time?
InsiderSet tracks REM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.