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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
2025-09-30 $13k 589 21.97
2025-06-30 $13k 589 21.64
2025-03-31 $13k 589 22.36
2024-12-31 $13k 589 21.35
2024-09-30 $14k 589 23.73

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View all positions for ORG Wealth Partners

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