Sound Income Strategies »

Mortgage Reit Index real shares owned by Sound Income Strategies

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by Sound Income Strategies 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 Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $38k 1.6k 24.03
2022-12-31 $7.3k 320 22.69

More positions owned by Sound Income Strategies

Sixth Street Specialty Lending Cef (TSLX)
Ares Capital Corp Cef (ARCC)
Hercules Capital Cef (HTGC)
Golub Cap Bdc Cef (GBDC)
Blue Owl Capital Corporation Cef (OBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Pennantpark Floating Rate Cap Cef (PFLT)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Blackstone Secd Lending Cef (BXSL)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Sound Enhanced Fixed Income Etf Etf (FXED)
Citigroup Stock (C)
Omnicom Group Stock (OMC)
Enbridge Stock (ENB)
Greif Inc Cl B Stock (GEF.B)

View all positions for Sound Income Strategies

Top funds holding Mortgage Reit Index real

Wells Fargo & Company
Advisor Group Holdings
Evergreen Capital Management
Ameriprise Financial
LPL Financial
AdvisorNet Financial
Foundations Investment Advisors
Susquehanna International
Clarity Financial
VisionPoint Advisory Group
UBS Group
Kovitz Investment Group Partners
Paradigm Financial Partners
Man Group
Prevail Innovative Wealth Advisors

View all funds holding Mortgage Reit Index real