Mortgage Reit Index real shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Mortgage Reit Index real
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Quarterly reported holdings in Mortgage Reit Index real by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $726k | 33k | 21.97 |
| 2025-06-30 | $675k | 32k | 21.38 |
| 2025-03-31 | $718k | 32k | 22.44 |
| 2024-12-31 | $675k | 32k | 21.35 |
| 2024-09-30 | $985k | 42k | 23.73 |
| 2024-06-30 | $913k | 41k | 22.16 |
| 2024-03-31 | $980k | 42k | 23.24 |
| 2023-12-31 | $1.0M | 44k | 23.59 |
| 2023-09-30 | $906k | 41k | 22.34 |
| 2023-06-30 | $1.7M | 74k | 23.60 |
| 2023-03-31 | $1.8M | 83k | 21.84 |
| 2022-12-31 | $1.5M | 68k | 22.69 |
| 2022-09-30 | $1.3M | 61k | 20.94 |
| 2022-06-30 | $1.7M | 65k | 26.75 |
| 2022-03-31 | $2.4M | 72k | 32.66 |
| 2021-12-31 | $2.4M | 70k | 34.50 |
| 2021-09-30 | $2.6M | 73k | 36.18 |
| 2021-06-30 | $3.5M | 94k | 37.12 |
| 2021-03-31 | $4.3M | 121k | 35.26 |
| 2020-12-31 | $4.2M | 132k | 31.86 |
| 2020-09-30 | $3.1M | 121k | 26.04 |
| 2020-06-30 | $3.2M | 132k | 24.49 |
| 2019-09-30 | $21k | 500 | 42.00 |
| 2019-06-30 | $21k | 500 | 42.00 |
| 2019-03-31 | $22k | 500 | 44.00 |
| 2018-12-31 | $25k | 625 | 40.00 |
| 2018-09-30 | $28k | 625 | 44.80 |
| 2018-06-30 | $28k | 625 | 44.80 |
| 2018-03-31 | $26k | 625 | 41.60 |
| 2017-12-31 | $35k | 775 | 45.16 |
| 2017-09-30 | $33k | 700 | 47.14 |
| 2017-06-30 | $23k | 500 | 46.00 |
| 2016-12-31 | $21k | 500 | 42.00 |
More positions owned by Captrust Financial Advisors
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