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Mortgage Reit Index real shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $66 3 22.33
2025-06-30 $65 3 21.67
2025-03-31 $68 3 22.67

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Top funds holding Mortgage Reit Index real

Wells Fargo & Company
Advisor Group Holdings
Evergreen Capital Management
Ameriprise Financial
LPL Financial
AdvisorNet Financial
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Susquehanna International
Clarity Financial
VisionPoint Advisory Group
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