Advyzon Investment Management »

Mortgage Reit Index real shares owned by Advyzon Investment Management

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Advyzon Investment Management from 13F filings

Historical chart of Advyzon Investment Management investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by Advyzon Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mortgage Reit Index real by Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 15k 21.97
2025-06-30 $313k 15k 21.38
2025-03-31 $323k 14k 22.44
2024-12-31 $295k 14k 21.35

More positions owned by Advyzon Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Strive 1000 Grwt (STXG)
Ea Series Trust Strive 1000 Valu (STXV)
Vanguard Index Fds Mid Cap Etf (VO)
Graniteshares Gold Tr Shs Ben Int (BAR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Meta Platforms Cl A (META)
Select Sector Spdr Tr Technology (XLK)
Ea Series Trust Strive Enhanced (BUXX)

View all positions for Advyzon Investment Management

Top funds holding Mortgage Reit Index real

Wells Fargo & Company
Morgan Stanley
Envestnet Asset Management
Advisor Group Holdings
Evergreen Capital Management
Susquehanna International
Ameriprise Financial
Clarity Financial
LPL Financial
VisionPoint Advisory Group
Paradigm Financial Partners
Barry Investment Advisors
UBS Group
Prevail Innovative Wealth Advisors
Cynosure Management

View all funds holding Mortgage Reit Index real