Ishares Mortgage Real Estate
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 11 superinvestors own shares of Ishares Mortgage Real Estate (REM), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Mortgage Real Estate (REM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Ishares Mortgage Real Estate (REM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Ishares Mortgage Real Estate (REM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Kevin McCann@Mid-american Wealth Advisory Group, Inc.
| 2.18% | $3.692M 172,918 shares@ 21.35 avg price | Decreased -3.65% |
Helen Halloran@Capital Investment Advisors, Llc
| 0.03% | $1.194M 55,937 shares@ 21.36 avg price | Decreased -18.89% |
James Krause@Wealthcare Advisory Partners Llc
| 0.02% | $719,275 33,690 shares@ 21.35 avg price | Decreased -11.68% |
Matt Lovett@Brookstone Capital Management
| 0.01% | $612,937 28,709 shares@ 21.35 avg price | Decreased -10.54% |
Thomas J Bellaro@Park Avenue Securities Llc
| 0.01% | $381,000 17,868 shares@ 21.33 avg price | Decreased -34.94% |
Debbie Hall@Future Financial Wealth Managment Llc
| 0.16% | $211,365 9,900 shares@ 21.35 avg price | Decreased -23.25% |