Rowland Carmichael Advisors »

Mortgage Reit Index real shares owned by Rowland Carmichael Advisors

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Rowland Carmichael Advisors from 13F filings

Historical chart of Rowland Carmichael Advisors investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mortgage Reit Index real by Rowland Carmichael Advisors

Quarter filed Position value Share count Share price at filing
2020-12-31 $185k 5.8k 31.90
2020-09-30 $244k 9.5k 25.79
2020-06-30 $264k 11k 24.85
2020-03-31 $199k 11k 18.73
2019-12-31 $421k 9.4k 44.57

More positions owned by Rowland Carmichael Advisors

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Ishares Msci Jpn Etf New (EWJ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Microsoft Corporation (MSFT)

View all positions for Rowland Carmichael Advisors

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