ISHARES MORTGAGE REAL ESTATE (REM) Institutional Shareholders
ISHARES MORTGAGE REAL ESTATE (REM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $200.09M in REM holdings during the latest filing period.
Bnp Paribas Financial Markets is currently the largest disclosed institutional shareholder of REM tracked by InsiderSet, reporting ownership valued at approximately $23.56M in its March 31, 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 $23.74M, representing an estimated gain of +0.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed REM value among the investors covered in this analysis. Major shareholders include Bnp Paribas Financial Markets, Wells Fargo & Company/Mn, Morgan Stanley, 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
110
Total Reported Value
$200.09M
Largest Holder
Bnp Paribas Financial Markets
Largest Position
$23.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
139
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bnp Paribas Financial Markets | 0.02% | 1,097,500 | $23,563,325 | $23,738,925 | +$175,600 | +0.75% | |
| Wells Fargo & Company/Mn | 0.00% | 1,076,599 | $23,114,574 | $23,286,836 | +$172,262 | +0.75% | |
| Morgan Stanley | 0.00% | 987,477 | $21,201,155 | $21,359,128 | +$157,973 | +0.75% | |
| Evergreen Capital Management Llc | 0.26% | 672,345 | $14,825,205 | $14,542,822 | -$282,383 | -1.90% | |
| Bank Of New York Mellon Corp | 0.00% | 591,640 | $12,702,502 | $12,797,173 | +$94,671 | +0.75% | |
| Bank Of America Corp | 0.00% | 584,319 | $12,545,319 | $12,638,820 | +$93,501 | +0.75% | |
| Osaic Holdings, Inc. | 0.01% | 353,231 | $7,583,743 | $7,640,387 | +$56,644 | +0.75% | |
| Advisornet Financial, Inc | 0.35% | 342,996 | $7,563,061 | $7,419,003 | -$144,058 | -1.90% | |
| Lpl Financial Llc | 0.00% | 340,439 | $7,309,221 | $7,363,696 | +$54,475 | +0.75% | |
| Foundations Investment Advisors, Llc | 0.06% | 228,268 | $4,900,908 | $4,937,437 | +$36,529 | +0.75% | |
| Balefire, Llc | 0.72% | 201,161 | $4,435,601 | $4,351,112 | -$84,489 | -1.90% | |
| Ameriprise Financial Inc | 0.00% | 204,367 | $4,387,760 | $4,420,458 | +$32,698 | +0.75% | |
| Independent Financial Group, Llc | 0.07% | 175,508 | $3,869,952 | $3,796,238 | -$73,714 | -1.90% | |
| Envestnet Asset Management Inc | 0.00% | 169,651 | $3,740,808 | $3,669,551 | -$71,257 | -1.90% | |
| Cynosure Group, Llc | 0.35% | 131,605 | $2,825,560 | $2,846,616 | +$21,056 | +0.75% | |
| Raymond James Financial Inc | 0.00% | 125,268 | $2,689,504 | $2,709,547 | +$20,043 | +0.75% | |
| Ubs Group Ag | 0.00% | 118,382 | $2,541,662 | $2,560,603 | +$18,941 | +0.75% | |
| Cetera Investment Advisers | 0.00% | 114,911 | $2,467,141 | $2,485,525 | +$18,384 | +0.75% | |
| Royal Bank Of Canada | 0.00% | 114,396 | $2,456,000 | $2,474,385 | +$18,385 | +0.75% | |
| Bridges Investment Management Inc | 0.03% | 95,623 | $2,053,026 | $2,068,325 | +$15,299 | +0.75% | |
| Harbour Investments, Inc. | 0.03% | 91,186 | $1,957,765 | $1,972,353 | +$14,588 | +0.75% | |
| Mml Investors Services, Llc | 0.01% | 88,966 | $1,910,110 | $1,924,335 | +$14,225 | +0.74% | |
| Citadel Advisors Llc | 0.00% | 84,526 | $1,814,773 | $1,828,297 | +$13,524 | +0.75% | |
| Mount Lucas Management Lp | 0.50% | 63,014 | $1,352,911 | $1,362,993 | +$10,082 | +0.75% | |
| Goldman Sachs Group Inc | 0.00% | 62,575 | $1,343,485 | $1,353,497 | +$10,012 | +0.75% | |
| Arlington Capital Management, Inc. | 0.70% | 50,891 | $1,122,147 | $1,100,772 | -$21,375 | -1.90% | |
| Truist Financial Corp | 0.00% | 50,138 | $1,105,547 | $1,084,485 | -$21,062 | -1.91% | |
| Invst, Llc | 0.12% | 49,942 | $1,072,261 | $1,080,245 | +$7,984 | +0.74% | |
| Iht Wealth Management, Llc | 0.02% | 49,647 | $1,065,917 | $1,073,865 | +$7,948 | +0.75% | |
| Proficio Capital Partners Llc | 0.06% | 48,840 | $1,048,595 | $1,056,409 | +$7,814 | +0.75% | |
| Stifel Financial Corp | 0.00% | 48,384 | $1,038,813 | $1,046,546 | +$7,733 | +0.74% | |
| Tidal Investments Llc | 0.00% | 42,548 | $913,506 | $920,313 | +$6,807 | +0.75% | |
| First Foundation Advisors | 0.04% | 42,478 | $912,003 | $918,799 | +$6,796 | +0.75% | |
| Man Group Plc | 0.00% | 39,505 | $848,172 | $854,493 | +$6,321 | +0.75% | |
| Captrust Financial Advisors | 0.00% | 36,655 | $786,978 | $792,848 | +$5,870 | +0.75% | |
| Choreo, Llc | 0.01% | 36,289 | $779,120 | $784,931 | +$5,811 | +0.75% | |
| Prelude Capital Management, Llc | 0.05% | 31,002 | $665,613 | $670,573 | +$4,960 | +0.75% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 30,600 | $656,982 | $661,878 | +$4,896 | +0.75% | |
| Capital Investment Advisors, Llc | 0.01% | 30,457 | $653,908 | $658,785 | +$4,877 | +0.75% | |
| Manning & Napier Advisors Llc | 0.01% | 28,227 | $606,034 | $610,550 | +$4,516 | +0.75% | |
| Susquehanna International Group, Llp | 0.00% | 26,993 | $579,540 | $583,859 | +$4,319 | +0.75% | |
| Kestra Private Wealth Services, Llc | 0.01% | 24,586 | $542,130 | $531,795 | -$10,335 | -1.91% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 24,508 | $526,192 | $530,108 | +$3,916 | +0.74% | |
| Kestra Advisory Services, Llc | 0.00% | 23,854 | $525,990 | $515,962 | -$10,028 | -1.91% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 23,391 | $515,772 | $505,947 | -$9,825 | -1.90% | |
| Wealthfront Advisers Llc | 0.00% | 23,381 | $501,990 | $505,731 | +$3,741 | +0.75% | |
| Ascentis Independent Advisors | 0.03% | 21,299 | $457,289 | $460,697 | +$3,408 | +0.75% | |
| Wealthcare Advisory Partners Llc | 0.01% | 20,279 | $447,152 | $438,635 | -$8,517 | -1.90% | |
| Alphacentric Advisors Llc | 0.38% | 20,231 | $446,094 | $437,597 | -$8,497 | -1.90% | |
| Creativeone Wealth, Llc | 0.01% | 20,250 | $434,774 | $438,008 | +$3,234 | +0.74% |
Frequently asked questions about REM
Who owns the most REM stock?
The largest holders of REM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MORTGAGE REAL ESTATE (REM).
Is REM widely held by superinvestors?
Many widely followed stocks like REM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly REM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.