Invst »

Mortgage Reit Index real shares owned by Invst

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

Historical chart of Invst investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by Invst 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 Invst

Quarter filed Position value Share count Share price at filing
2023-12-31 $887k 40k 22.19
2023-09-30 $1.4M 62k 22.34
2023-06-30 $677k 29k 23.60

More positions owned by Invst

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Invst

Top funds holding Mortgage Reit Index real

Bank of America Corporation
Wells Fargo & Company
VisionPoint Advisory Group
Citadel Advisors
AE Wealth Management
Bnp Paribas Arbitrage, Snc
Mid-American Wealth Advisory Group
Advisor Group Holdings
UBS Group
Barry Investment Advisors
Goldman Sachs Group
Mount Lucas Management Corporation
Royal Bank of Canada
Rsm Us Wealth Management
Continuum Advisory

View all funds holding Mortgage Reit Index real