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Mortgage Reit Index real shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Mortgage Reit Index real

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All positions including Mortgage Reit Index real held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $378k 16k 23.73
2024-06-30 $351k 16k 22.16
2024-03-31 $366k 16k 23.24
2023-12-31 $371k 16k 23.59

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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