REM

Ishares Mortgage Real Estate

Latest period2024 - Q4Total superinvestors11

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Kevin McCann@Mid-american Wealth Advisory Group, Inc.
Recent Activity
Decreased -3.65%
2.18%
$3.692M
172,918 shares@ 21.35 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 12.93%
0.01%
$1.266M
59,281 shares@ 21.36 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -18.89%
0.03%
$1.194M
55,937 shares@ 21.36 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -11.68%
0.02%
$719,275
33,690 shares@ 21.35 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -10.54%
0.01%
$612,937
28,709 shares@ 21.35 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
0.02%
$441,931
20,300 shares@ 21.77 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -34.94%
0.01%
$381,000
17,868 shares@ 21.33 avg price
Debbie Hall@Future Financial Wealth Managment Llc
Recent Activity
Decreased -23.25%
0.16%
$211,365
9,900 shares@ 21.35 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
0.01%
$137,772
6,453 shares@ 21.36 avg price
Stephanie West@Org Wealth Partners, Llc
Recent Activity
0.01%
$12,575
589 shares@ 21.35 avg price