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Mortgage Reit Index real shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Mortgage Reit Index real

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All positions including Mortgage Reit Index real held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $278k 13k 21.97
2025-06-30 $323k 15k 21.38
2024-12-31 $216k 10k 21.35
2022-03-31 $17k 120k 0.14
2019-12-31 $275k 6.2k 44.60

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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