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Mortgage Reit Index real shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth 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 ORG Wealth 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 ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 589 23.73

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
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1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
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View all positions for ORG Wealth Partners

Top funds holding Mortgage Reit Index real

Morgan Stanley
Wells Fargo & Company
WNY Asset Management
Bank of America Corporation
Envestnet Asset Management
Citadel Advisors
Susquehanna International
Bnp Paribas Arbitrage, Snc
Advisor Group Holdings
VisionPoint Advisory Group
Man Group
LPL Financial
Mid-American Wealth Advisory Group
Paradigm Financial Partners
Barry Investment Advisors

View all funds holding Mortgage Reit Index real