ISHARES MORTGAGE REAL ESTATE (REM) Institutional Ownership Changes & 13F Activity

ISHARES MORTGAGE REAL ESTATE (REM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Evergreen Capital Management Llc, Morgan Stanley, Man Group Plc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-556,905-34.1%1,076,599$23.11MQ1 2026Jul 08, 2026
Bank Of America CorpBuy+34,299+6.2%584,319$12.55MQ1 2026May 18, 2026
Ashton Thomas Securities, LlcBuy+2,000—2,000$42.94KQ1 2026May 18, 2026
Morgan StanleyBuy+177,278+21.9%987,477$21.20MQ1 2026May 15, 2026
Man Group PlcSell-114,185-74.3%39,505$848.17KQ1 2026May 15, 2026
Citadel Advisors LlcSell-70,806-45.6%84,526$1.81MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+62,575—62,575$1.34MQ1 2026May 15, 2026
Prelude Capital Management, LlcSell-48,998-61.2%31,002$665.61KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-38,248-9.8%353,231$7.58MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+26,993—26,993$579.54KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+16,392+16.7%114,396$2.46MQ1 2026May 15, 2026
Quantinno Capital Management LpBuy+9,977—9,977$214.22KQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Sell-8,193-56.8%6,229$133.74KQ1 2026May 15, 2026
Captrust Financial AdvisorsBuy+2,400+7.0%36,655$786.98KQ1 2026May 15, 2026
Efg International AgBuy+2,000—2,000$42.94KQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+1,713—1,713$36.78KQ1 2026May 15, 2026
Synergy Investment Management, LlcBuy+1,658—1,658$35.59KQ1 2026May 15, 2026
Fwl Investment Management, LlcBuy+1,314+10.2%14,160$304.01KQ1 2026May 15, 2026
Iht Wealth Management, LlcBuy+1,307+2.7%49,647$1.07MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+1,109+1.2%91,186$1.96MQ1 2026May 15, 2026
Creativeone Wealth, LlcBuy+908+4.7%20,250$434.77KQ1 2026May 15, 2026
Purpose Unlimited Inc.Sell-327-20.5%1,268$27.15KQ1 2026May 15, 2026
Fmr LlcSell-254-30.1%591$12.69KQ1 2026May 15, 2026
Mai Capital ManagementSell-236-13.0%1,586$34.05KQ1 2026May 15, 2026
Evergreen Capital Management LlcBuy+321,992+93.4%666,652$14.31MQ1 2026May 14, 2026
Raymond James Financial IncBuy+18,989+17.9%125,268$2.69MQ1 2026May 14, 2026
Cynosure Group, LlcBuy+7,081+5.7%131,605$2.83MQ1 2026May 14, 2026
Proficio Capital Partners LlcSell-595-1.2%48,840$1.05MQ1 2026May 14, 2026
Cwm, LlcSell-110-5.9%1,748$37.52KQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Sell-59-0.7%8,451$181.46KQ1 2026May 14, 2026
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Frequently asked questions about REM activity

  • Which institutional owners are buying REM?

    Institutional owners buying REM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in REM activity?

    "Buy" means an investor increased their reported position in REM compared to the prior reporting period. This reflects growing exposure to ISHARES MORTGAGE REAL ESTATE (REM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in REM increasing?

    Institutional interest in REM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.