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Mortgage Reit Index real shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Mortgage Reit Index real by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 206k 89.67

More positions owned by SageView Advisory Group

Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Flexshares Tr Mstar Emkt Fac (TLTE)
Apple (AAPL)
Mission Produce (AVO)
Ishares Tr Mortge Rel Etf (REM)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for SageView Advisory Group

Top funds holding Mortgage Reit Index real

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Citadel Advisors
Envestnet Asset Management
BlackRock
Susquehanna International
Bnp Paribas Arbitrage, Snc
VisionPoint Advisory Group
LPL Financial
Advisor Group Holdings
SageView Advisory Group
Mid-American Wealth Advisory Group
UBS Group
Barry Investment Advisors

View all funds holding Mortgage Reit Index real