Mortgage Reit Index real shares owned by LPL Financial
Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Mortgage Reit Index real
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Quarterly reported holdings in Mortgage Reit Index real by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 247k | 21.97 |
| 2025-06-30 | $4.7M | 220k | 21.38 |
| 2025-03-31 | $4.4M | 198k | 22.44 |
| 2024-12-31 | $4.0M | 189k | 21.35 |
| 2024-09-30 | $4.6M | 192k | 23.73 |
| 2024-06-30 | $4.4M | 198k | 22.16 |
| 2024-03-31 | $5.2M | 222k | 23.24 |
| 2023-09-30 | $13M | 590k | 22.34 |
| 2023-06-30 | $13M | 567k | 23.60 |
| 2023-03-31 | $12M | 550k | 21.84 |
| 2022-12-31 | $13M | 563k | 22.69 |
| 2022-09-30 | $8.7M | 416k | 20.94 |
| 2022-06-30 | $7.8M | 291k | 26.74 |
| 2022-03-31 | $8.4M | 258k | 32.67 |
| 2021-12-31 | $9.7M | 280k | 34.51 |
| 2021-09-30 | $11M | 293k | 36.18 |
| 2021-06-30 | $11M | 305k | 37.12 |
| 2021-03-31 | $13M | 357k | 35.26 |
| 2020-12-31 | $9.4M | 295k | 31.86 |
| 2020-09-30 | $7.6M | 294k | 25.76 |
| 2020-06-30 | $7.5M | 300k | 24.86 |
| 2020-03-31 | $5.2M | 280k | 18.70 |
| 2019-12-31 | $18M | 407k | 44.53 |
| 2019-09-30 | $11M | 251k | 42.13 |
| 2019-06-30 | $9.7M | 231k | 42.18 |
| 2019-03-31 | $10M | 230k | 43.34 |
| 2018-12-31 | $7.9M | 198k | 39.94 |
| 2018-09-30 | $9.0M | 206k | 43.56 |
| 2018-06-30 | $9.3M | 213k | 43.45 |
| 2018-03-31 | $9.1M | 214k | 42.48 |
| 2017-12-31 | $13M | 292k | 45.20 |
| 2017-09-30 | $15M | 309k | 46.84 |
| 2017-06-30 | $16M | 350k | 46.38 |
| 2017-03-31 | $18M | 388k | 45.39 |
| 2016-12-31 | $17M | 388k | 42.78 |