Mortgage Reit Index real shares owned by Private Advisor
Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Mortgage Reit Index real
Tip: Access up to 7 years of quarterly data
All positions including Mortgage Reit Index real held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Mortgage Reit Index real by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $402k | 18k | 21.97 |
| 2025-06-30 | $402k | 19k | 21.38 |
| 2025-03-31 | $1.2M | 53k | 22.44 |
| 2024-12-31 | $1.1M | 52k | 21.35 |
| 2024-09-30 | $1.2M | 49k | 23.73 |
| 2024-06-30 | $442k | 20k | 22.16 |
| 2024-03-31 | $967k | 42k | 23.24 |
| 2023-12-31 | $915k | 39k | 23.59 |
| 2023-09-30 | $848k | 38k | 22.34 |
| 2023-06-30 | $1.1M | 44k | 24.32 |
| 2023-03-31 | $734k | 34k | 21.84 |
| 2022-12-31 | $227k | 24k | 9.34 |
| 2022-09-30 | $373k | 18k | 20.92 |
| 2022-06-30 | $487k | 18k | 26.76 |
| 2022-03-31 | $2.8M | 81k | 34.51 |
| 2021-12-31 | $2.8M | 81k | 34.51 |
| 2021-09-30 | $3.1M | 85k | 36.18 |
| 2021-06-30 | $2.9M | 79k | 37.12 |
| 2021-03-31 | $2.1M | 61k | 35.26 |
| 2020-12-31 | $1.9M | 59k | 31.85 |
| 2020-09-30 | $1.1M | 44k | 25.76 |
| 2020-06-30 | $3.2M | 127k | 24.86 |
| 2020-03-31 | $1.9M | 99k | 18.70 |
| 2019-12-31 | $1.8M | 40k | 44.52 |
| 2019-09-30 | $1.4M | 33k | 42.14 |
| 2019-06-30 | $853k | 20k | 42.18 |
| 2019-03-31 | $755k | 17k | 43.34 |
| 2018-09-30 | $772k | 18k | 43.56 |
| 2018-06-30 | $421k | 9.6k | 43.68 |
| 2018-03-31 | $246k | 5.8k | 42.45 |
| 2017-12-31 | $429k | 9.6k | 44.59 |
| 2017-09-30 | $1.4M | 30k | 46.97 |
| 2017-06-30 | $1.7M | 36k | 46.25 |
| 2017-03-31 | $1.7M | 37k | 45.36 |
| 2016-12-31 | $1.6M | 36k | 43.27 |