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Mortgage Reit Index real shares owned by Endowment Wealth Management

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

Historical chart of Endowment 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 Endowment Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by Endowment Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $262k 12k 21.97
2025-06-30 $205k 9.6k 21.38
2023-06-30 $213k 9.0k 23.60

More positions owned by Endowment Wealth Management

Circle Internet Group Com Cl A (CRCL)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Us Gwt (IUSG)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Core Msci Emkt (IEMG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Endowment Wealth 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