BRIDGES INVESTMENT MANAGEMENT INC REM ISHARES MORTGAGE REAL ESTATE E

Ownership history in BRIDGES INVESTMENT MANAGEMENT INC  ·  11 quarters on record

AI Ownership Summary

BRIDGES INVESTMENT MANAGEMENT INC reported ISHARES MORTGAGE REAL ESTATE E (REM) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows REM at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this REM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIDGES INVESTMENT MANAGEMENT INC's position in ISHARES MORTGAGE REAL ESTATE E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

REM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRIDGES INVESTMENT MANAGEMENT INC held REM — position size vs. price
% of Fund (quarterly)    REM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 95,623 +1,469 +1.6% 0.03% $2.1M 2026-05-04 $22.14
2025 Q4 REDUCED 22.6% -2.5% 94,154 -27,423 -22.6% 0.03% $2.1M 2026-02-10 $21.90
2025 Q3 ADDED 121,577 +55,533 +84.1% 0.03% $2.7M 2025-11-04 $20.66
2025 Q2 ADDED 66,044 +18,526 +39.0% 0.02% $1.4M 2025-07-28 $20.33
2025 Q1 REDUCED 47,518 -150 -0.3% 0.02% $1.1M 2025-04-30 $19.03
2024 Q4 ADDED 47,668 +663 +1.4% 0.01% $1.0M 2025-02-05 $20.13
2024 Q3 UNCHANGED 47,005 0% 0.02% $1.1M 2024-11-01 $19.09
2024 Q2 ADDED 47,005 +8,188 +21.1% 0.02% $1.0M 2024-08-13 $19.17
2024 Q1 ADDED 38,817 +6,640 +20.6% 0.03% $902K 2024-04-25 $17.96
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding REM

As of 2026 Q2 — sorted by position size

Miller Global Investments, LLC 0.02% CX Institutional 3Y 7Y 0.0%

FAQ About BRIDGES INVESTMENT MANAGEMENT INC and REM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRIDGES INVESTMENT MANAGEMENT INC reported owning REM?

BRIDGES INVESTMENT MANAGEMENT INC reported REM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported REM position in BRIDGES INVESTMENT MANAGEMENT INC's portfolio?

The largest reported portfolio weight for REM was 0.03% in 2025 Q3.

What is the latest reported REM position on this page?

The most recent filing on this page is 2026 Q1, when BRIDGES INVESTMENT MANAGEMENT INC reported 95,623 shares, equal to 0.03% of portfolio, with an estimated market value of $2.1M.

What does the chart on this REM ownership page compare?

The chart compares BRIDGES INVESTMENT MANAGEMENT INC's quarterly REM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRIDGES INVESTMENT MANAGEMENT INC time their REM position?

Based on 13F filing dates vs. subsequent REM price moves, BRIDGES INVESTMENT MANAGEMENT INC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on REM relative to SPY over the holding period was -7.5%.

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