Mortgage Reit Index real shares owned by AE Wealth Management
Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Mortgage Reit Index real by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $526k | 24k | 21.97 |
| 2025-06-30 | $629k | 29k | 21.38 |
| 2025-03-31 | $640k | 29k | 22.39 |
| 2024-12-31 | $647k | 30k | 21.35 |
| 2024-09-30 | $714k | 30k | 23.73 |
| 2024-06-30 | $662k | 30k | 22.16 |
| 2024-03-31 | $710k | 31k | 23.24 |
| 2023-12-31 | $5.8M | 248k | 23.50 |
| 2023-09-30 | $5.1M | 227k | 22.34 |
| 2023-06-30 | $782k | 33k | 23.60 |
| 2023-03-31 | $766k | 35k | 21.84 |
| 2022-12-31 | $763k | 34k | 22.69 |
| 2022-09-30 | $1.6M | 77k | 20.94 |
| 2022-06-30 | $1.2M | 46k | 26.74 |
| 2022-03-31 | $1.4M | 44k | 32.67 |
| 2021-12-31 | $1.3M | 38k | 34.51 |
| 2021-09-30 | $1.6M | 45k | 36.17 |
| 2021-06-30 | $3.9M | 104k | 37.12 |
| 2021-03-31 | $583k | 17k | 35.26 |
| 2020-12-31 | $557k | 18k | 31.84 |
| 2020-09-30 | $518k | 20k | 25.77 |
| 2020-06-30 | $671k | 27k | 24.85 |
| 2020-03-31 | $420k | 22k | 18.71 |
| 2019-12-31 | $569k | 13k | 44.52 |
| 2019-09-30 | $442k | 11k | 42.16 |
| 2019-06-30 | $420k | 10k | 42.19 |
| 2019-03-31 | $322k | 7.4k | 43.35 |