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Mortgage Reit Index real shares owned by Kovitz Investment Group Partners

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

Historical chart of Kovitz Investment Group Partners investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Mortgage Reit Index real by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.6M 163k 22.18

More positions owned by Kovitz Investment Group Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Ishares Tr Mbs Etf (MBB)
Micron Technology (MU)
Lam Research Corp Com New (LRCX)

View all positions for Kovitz Investment Group Partners

Top funds holding Mortgage Reit Index real

Wells Fargo & Company
Advisor Group Holdings
Evergreen Capital Management
LPL Financial
Ameriprise Financial
AdvisorNet Financial
Foundations Investment Advisors
Susquehanna International
Clarity Financial
VisionPoint Advisory Group
UBS Group
Kovitz Investment Group Partners
Paradigm Financial Partners
Man Group
Prevail Innovative Wealth Advisors

View all funds holding Mortgage Reit Index real