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Mortgage Reit Index real shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $731k 33k 21.97

More positions owned by Strategic Financial Concepts

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Financial (XLF)
Tesla Motors (TSLA)

View all positions for Strategic Financial Concepts

Top funds holding Mortgage Reit Index real

Wells Fargo & Company
Morgan Stanley
Envestnet Asset Management
Advisor Group Holdings
Evergreen Capital Management
Susquehanna International
Ameriprise Financial
Clarity Financial
LPL Financial
VisionPoint Advisory Group
Paradigm Financial Partners
Barry Investment Advisors
UBS Group
Prevail Innovative Wealth Advisors
Cynosure Management

View all funds holding Mortgage Reit Index real