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 $203.39M in REM holdings during the latest filing period.
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 $21.76M, representing an estimated loss of -11.20% 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
109
Total Reported Value
$203.39M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$24.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
144
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 | $21,763,581 | -$2,745,442 | -11.20% | |
| Morgan Stanley | 0.00% | 1,062,779 | $23,434,303 | $20,809,213 | -$2,625,090 | -11.20% | |
| Bnp Paribas Financial Markets | 0.01% | 786,000 | $17,331,300 | $15,389,880 | -$1,941,420 | -11.20% | |
| Evergreen Capital Management Llc | 0.26% | 672,345 | $14,825,205 | $13,164,515 | -$1,660,690 | -11.20% | |
| Bank Of America Corp | 0.00% | 591,342 | $13,039,092 | $11,578,476 | -$1,460,616 | -11.20% | |
| Bank Of New York Mellon Corp | 0.00% | 588,513 | $12,976,715 | $11,523,085 | -$1,453,630 | -11.20% | |
| Advisornet Financial, Inc | 0.35% | 342,996 | $7,563,061 | $6,715,862 | -$847,199 | -11.20% | |
| Osaic Holdings, Inc. | 0.01% | 331,638 | $7,312,515 | $6,493,472 | -$819,043 | -11.20% | |
| Lpl Financial Llc | 0.00% | 259,385 | $5,719,437 | $5,078,758 | -$640,679 | -11.20% | |
| Ameriprise Financial Inc | 0.00% | 207,305 | $4,570,035 | $4,059,032 | -$511,003 | -11.18% | |
| Foundations Investment Advisors, Llc | 0.05% | 201,617 | $4,445,647 | $3,947,661 | -$497,986 | -11.20% | |
| Balefire, Llc | 0.72% | 201,161 | $4,435,601 | $3,938,732 | -$496,869 | -11.20% | |
| Point Nemo Capital, Llc | 2.05% | 183,205 | $4,039,670 | $3,587,154 | -$452,516 | -11.20% | |
| Independent Financial Group, Llc | 0.07% | 175,508 | $3,869,952 | $3,436,447 | -$433,505 | -11.20% | |
| Envestnet Asset Management Inc | 0.00% | 169,651 | $3,740,808 | $3,321,767 | -$419,041 | -11.20% | |
| Trivium Point Advisory, Llc | 0.28% | 138,985 | $3,064,625 | $2,721,326 | -$343,299 | -11.20% | |
| Mount Lucas Management Lp | 1.08% | 137,838 | $3,039,328 | $2,698,868 | -$340,460 | -11.20% | |
| Raymond James Financial Inc | 0.00% | 130,697 | $2,881,872 | $2,559,047 | -$322,825 | -11.20% | |
| Mml Investors Services, Llc | 0.01% | 123,571 | $2,724,739 | $2,419,520 | -$305,219 | -11.20% | |
| Cetera Investment Advisers | 0.00% | 122,333 | $2,697,422 | $2,395,280 | -$302,142 | -11.20% | |
| Ubs Group Ag | 0.00% | 118,142 | $2,605,031 | $2,313,220 | -$291,811 | -11.20% | |
| Bridges Investment Management Inc | 0.03% | 95,079 | $2,096,492 | $1,861,647 | -$234,845 | -11.20% | |
| Harbour Investments, Inc. | 0.03% | 87,705 | $1,933,889 | $1,717,264 | -$216,625 | -11.20% | |
| Royal Bank Of Canada | 0.00% | 85,994 | $1,896,000 | $1,683,763 | -$212,237 | -11.19% | |
| Tower Research Capital Llc (Trc) | 0.03% | 59,605 | $1,314,290 | $1,167,066 | -$147,224 | -11.20% | |
| Invst, Llc | 0.12% | 57,597 | $1,270,014 | $1,127,749 | -$142,265 | -11.20% | |
| D. E. Shaw & Co., Inc. | 0.00% | 56,312 | $1,241,680 | $1,102,589 | -$139,091 | -11.20% | |
| Jane Street Group, Llc | 0.00% | 54,693 | $1,205,981 | $1,070,889 | -$135,092 | -11.20% | |
| Arlington Capital Management, Inc. | 0.70% | 50,891 | $1,122,147 | $996,446 | -$125,701 | -11.20% | |
| Truist Financial Corp | 0.00% | 50,138 | $1,105,547 | $981,702 | -$123,845 | -11.20% | |
| Iht Wealth Management, Llc | 0.02% | 48,271 | $1,064,385 | $945,146 | -$119,239 | -11.20% | |
| Tidal Investments Llc | 0.00% | 45,923 | $1,012,602 | $899,172 | -$113,430 | -11.20% | |
| Janney Montgomery Scott Llc | 0.00% | 41,439 | $914,000 | $811,376 | -$102,624 | -11.23% | |
| First Foundation Advisors | 0.03% | 39,958 | $881,076 | $782,378 | -$98,698 | -11.20% | |
| Man Group Plc | 0.00% | 39,505 | $871,085 | $773,508 | -$97,577 | -11.20% | |
| Aster Capital Management (Difc) Ltd | 0.17% | 35,730 | $787,847 | $699,593 | -$88,254 | -11.20% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 34,200 | $754,110 | $669,636 | -$84,474 | -11.20% | |
| Park Avenue Securities Llc | 0.00% | 30,408 | $670,000 | $595,389 | -$74,611 | -11.14% | |
| Capital Investment Advisors, Llc | 0.01% | 30,129 | $664,335 | $589,926 | -$74,409 | -11.20% | |
| Choreo, Llc | 0.01% | 29,474 | $649,897 | $577,101 | -$72,796 | -11.20% | |
| Captrust Financial Advisors | 0.00% | 28,727 | $633,426 | $562,475 | -$70,951 | -11.20% | |
| Wealthfront Advisers Llc | 0.00% | 24,833 | $547,568 | $486,230 | -$61,338 | -11.20% | |
| Kestra Private Wealth Services, Llc | 0.01% | 24,586 | $542,130 | $481,394 | -$60,736 | -11.20% | |
| Manning & Napier Advisors Llc | 0.01% | 24,356 | $537,056 | $476,890 | -$60,166 | -11.20% | |
| Goldman Sachs Group Inc | 0.00% | 24,225 | $534,161 | $474,325 | -$59,836 | -11.20% | |
| Kestra Advisory Services, Llc | 0.00% | 23,854 | $525,990 | $467,061 | -$58,929 | -11.20% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 23,391 | $515,772 | $457,996 | -$57,776 | -11.20% | |
| Thrivent Financial For Lutherans | 0.00% | 22,923 | $505,000 | $448,832 | -$56,168 | -11.12% | |
| Mariner, Llc | 0.00% | 22,853 | $503,876 | $447,462 | -$56,414 | -11.20% | |
| Creativeone Wealth, Llc | 0.01% | 20,508 | $452,209 | $401,547 | -$50,662 | -11.20% |
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.