Mount Lucas Management LP REM — ISHARES MORTGAGE REAL ESTATE

Ownership history in Mount Lucas Management LP  ·  28 quarters on record

AI Ownership Summary

Mount Lucas Management LP reported ISHARES MORTGAGE REAL ESTATE (REM) in 28 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.19% in 2025 Q4. The latest visible filing shows REM at 0.50% 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 Mount Lucas Management LP's position in ISHARES MORTGAGE REAL ESTATE, 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 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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.

REM stock page Mount Lucas Management LP fund profile Mount Lucas Management LP full holdings
How Mount Lucas Management LP 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 REDUCED — — — 63,014 -70,608 -52.8% 0.50% $1.4M 2026-05-05 $22.78
2025 Q4 ADDED — — — 133,622 +6,584 +5.2% 1.19% $3.0M 2026-02-05 $22.58
2025 Q3 ADDED — — — 127,038 +11,432 +9.9% 1.15% $2.8M 2025-11-10 $21.05
2025 Q1 ADDED — — — 115,606 +49,322 +74.4% 0.83% $2.6M 2025-05-06 $19.07
2024 Q4 REDUCED 41.4% +5.6% ❌ 66,284 -46,876 -41.4% 0.49% $1.4M 2025-02-07 $20.70
2024 Q3 ADDED — — — 113,160 +12,677 +12.6% 0.91% $2.7M 2024-11-06 $19.71
2024 Q2 REDUCED 14.1% +9.5% ❌ 100,483 -16,530 -14.1% 0.64% $2.2M 2024-08-06 $19.45
2024 Q1 ADDED — — — 117,013 +6,924 +6.3% 0.74% $2.7M 2024-05-10 $19.04
2023 Q4 ADDED — — — 110,089 +2,734 +2.5% 0.75% $2.6M 2024-02-07 $17.93
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding REM

As of 2026 Q1 — sorted by position size

Balefire, LLC 3Y 7Y 0.84% Arlington Capital Management, Inc. 3Y 7Y 0.57% AdvisorNet Financial, Inc 3Y 7Y 0.32% Antonelli Financial Advisors, LLC 0.3% AlphaCentric Advisors LLC 3Y 0.2% Transce3nd, LLC 0.14% Sage Advisory Services, Ltd.Co. 3Y 7Y 0.12% Endowment Wealth Management, Inc. 3Y 0.12% INDEPENDENT FINANCIAL GROUP, LLC 0.08% Fortitude Family Office, LLC 0.04%

FAQ About Mount Lucas Management LP and REM

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

How long has Mount Lucas Management LP reported owning REM?

Mount Lucas Management LP reported REM across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported REM position in Mount Lucas Management LP's portfolio?

The largest reported portfolio weight for REM was 1.19% in 2025 Q4.

What is the latest reported REM position on this page?

The most recent filing on this page is 2026 Q1, when Mount Lucas Management LP reported 63,014 shares, equal to 0.50% of portfolio, with an estimated market value of $1.4M.

What does the chart on this REM ownership page compare?

The chart compares Mount Lucas Management LP'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 Mount Lucas Management LP time their REM position?

Based on 13F filing dates vs. subsequent REM price moves, Mount Lucas Management LP correctly timed 14 out of 27 reported position changes (52%).

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