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Mortgage Reit Index real shares owned by Sage Advisory Services

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Sage Advisory Services from 13F filings

Historical chart of Sage Advisory Services investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Mortgage Reit Index real by Sage Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $223k 10k 21.47
2021-03-31 $274k 7.8k 35.26
2019-12-31 $1.6M 35k 44.54
2019-09-30 $1.4M 34k 42.10
2019-06-30 $1.3M 30k 42.18

More positions owned by Sage Advisory Services

Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Spdr Index Shs Fds State Street Spd (SPDW)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Series Trust State Street Spd (PSK)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust State Street Spd (KBE)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Broad Usd High (USHY)
Janus Detroit Str Tr Henderson Securi (JSI)
Angel Oak Funds Trust Income Etf (CARY)
Ishares Tr Us Hlthcr Pr Etf (IHF)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Sage Advisory Services

Top funds holding Mortgage Reit Index real

Bnp Paribas Arbitrage, Snc
Wells Fargo & Company
Morgan Stanley
Bank of New York Mellon
Bank of America Corporation
Advisor Group Holdings
Evergreen Capital Management
LPL Financial
AdvisorNet Financial
Citadel Advisors
Susquehanna International
Foundations Investment Advisors
VisionPoint Advisory Group
Ameriprise Financial
Envestnet Asset Management

View all funds holding Mortgage Reit Index real