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Synergy Investment Management »

Mortgage Reit Index real shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Mortgage Reit Index real (REM) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Mortgage Reit Index real

Tip: Access up to 7 years of quarterly data

All positions including Mortgage Reit Index real held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mortgage Reit Index real by Synergy Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-03-31	$6.0k	268	22.41
2024-12-31	$5.7k	267	21.29

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)

Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)

Ishares Core MF Closed and MF Open (IVV)

Ishares U S MF Closed and MF Open (DYNF)

Spdr Portfolio MF Closed and MF Open (SPYG)

Invesco S&p MF Closed and MF Open (SPHQ)

Spdr Intermediate MF Closed and MF Open (SPTI)

Spdr Portfolio MF Closed and MF Open (SPYV)

Ishares Core MF Closed and MF Open (IEMG)

Ishares S&p MF Closed and MF Open (OEF)

Capital Group MF Closed and MF Open (CGDV)

First Trust MF Closed and MF Open (UCON)

Spdr Portfolio MF Closed and MF Open (SPTS)

Ishares A I MF Closed and MF Open (BAI)

Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding Mortgage Reit Index real

Wells Fargo & Company

Envestnet Asset Management

Advisor Group Holdings

Evergreen Capital Management

Susquehanna International

Ameriprise Financial

Clarity Financial

VisionPoint Advisory Group

Paradigm Financial Partners

Barry Investment Advisors

Prevail Innovative Wealth Advisors

Cynosure Management

View all funds holding Mortgage Reit Index real

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