iShares Mortgage Real Estate ETF
REM

$24.51

0.89%

Market Cap: $678M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

4.16% less ownership

Funds ownership: 32.61% [Q1] → 28.45% (-4.16%) [Q2]

7% less funds holding

Funds holding: 126 [Q1] → 117 (-9) [Q2]

22% less capital invested

Capital invested by funds: $214M [Q1] → $168M (-$46.1M) [Q2]

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

63% less call options, than puts

Call options by funds: $2.9M | Put options by funds: $7.8M

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Research analyst outlook

We haven’t received any recent analyst ratings for REM.

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Financial journalist opinion

Forescout Marks Innovation Milestones in Strategic Partnership with Microsoft

SAN JOSE, Calif.--(BUSINESS WIRE)-- #BetterTogether--Forescout Technologies, Inc., a global cybersecurity leader, announces two significant milestones in its strategic partnership with Microsoft. Starting today, Forescout's Risk and Exposure Management (REM) solution is available on Microsoft Azure, accompanied by the launch of two new integrations with Microsoft Copilot for Security. These advancements are pivotal in empowering organizations to bolster their security posture through advanced risk management and.

Forescout Marks Innovation Milestones in Strategic Partnership with Microsoft

REM: A Likely Beneficiary From The Fed Pivot

The iShares Mortgage Real Estate Capped ETF has substantially underperformed the SPDR S&P 500 ETF in 2024. Top ten holdings account for about 65.47% of REM's net assets. The ETF offers a well-covered ~9% yield even after the 0.48% expense ratio.

REM: A Likely Beneficiary From The Fed Pivot

REM: Focus On Maturity Walls

iShares Mortgage Real Estate Capped ETF contains US mortgage REITs with a focus on residential mortgages. Some REITs in REM are facing issues in the office real estate sector. We are glad that the office exposure isn't too high here. Otherwise, we'd consider it a problem. We think that what the Fed has been waiting for in order for its policy to work is the maturity walls, that will affect the real economy through unemployment.

REM: Focus On Maturity Walls

REM ETF: Not The Best Play For Equity mREIT Exposure

The iShares Mortgage Real Estate Capped ETF is a safer way to get exposure to mREITs, but its returns have been outpaced by CDs since COVID. REM is a passive ETF that invests based on the FTSE Nareit All Mortgage Capped Index, which caps the weights of stocks to achieve diversification. Other Seeking Alpha contributors have given REM a sell rating, with no buy ratings since 2021. Investors should consider other options in the mREIT market segment.

REM ETF: Not The Best Play For Equity mREIT Exposure

ETF issuers defied investor expectations by raising fees in 2023. They may have to keep doing it.

Hello! This is MarketWatch reporter Isabel Wang bringing you this week's ETF Wrap. After a decade of seemingly never-ending fee-cutting wars, ETF issuers raised their fees in 2023 as the landscape evolved beyond cheap index-tracking funds.

ETF issuers defied investor expectations by raising fees in 2023. They may have to keep doing it.

REM: It Just Isn't Durable Income

The iShares Mortgage Real Estate ETF is a sell for investors seeking dependable income over time. The fund has generated lower total returns compared to the market, and its dividends have declined significantly over the past decade. The fund lacks diversification, with a majority of its portfolio concentrated in just ten companies, some of which have experienced declining dividends.

REM: It Just Isn't Durable Income

The former bond king, Bill Gross, says 10-year Treasury is ‘overvalued'

The former bond king doesn't like the fixed-income security that's the lynchpin of the financial world.

The former bond king, Bill Gross, says 10-year Treasury is ‘overvalued'

Disinflation: A Gift That Keeps Giving

U.S. equity markets extended their winning streak to an eighth week - the longest in five years - after inflation data both domestically and abroad showed a further cooling of price pressures. Extending its weekly winning streak to the longest since 2017, the S&P 500 posted gains of another 0.9% on the week, lifting the benchmark to within 1% of record highs. Pushing their eight-week rebound to over 25%, the Equity REIT Index gained 0.6% this week, with 9-of-18 property sectors in positive territory, while the Mortgage REIT Index gained 1.3%.

Disinflation: A Gift That Keeps Giving

Bill Gross says beaten-down mortgage plays may thrive — and offer huge yields

Early Friday futures suggest stocks will start December on a cautious note. The last month of the year tends to be positive for Wall Street, though it will be some feat if it can beat November's 8.9% jump for the S&P 500 SPX.

Bill Gross says beaten-down mortgage plays may thrive — and offer huge yields

3 REIT ETFs to Buy for Massive Long-Term Gains

Investing directly in real estate properties requires a large amount of capital and many other resources that most average investors cannot access. But, for investors looking to gain exposure to the real estate market and the many benefits of real estate investing, REITs (real estate investment trusts) are the way to go.

3 REIT ETFs to Buy for Massive Long-Term Gains

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