REM ETF Analysis: Mortgage Real Estate Capped | BATS
Real Estate | BATS, USA | Market Cap: 492m USD | 12M Return: -5.2% | US46435G3424 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 11.4M
Warnings
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The iShares Mortgage Real Estate Capped ETF (REM) primarily invests at least 80% of its assets in the component securities of its underlying index, with the remaining portion allowed in futures, options, swap contracts, and cash equivalents. The fund operates as a non-diversified ETF, meaning it can hold larger concentrated positions in fewer issuers compared to diversified funds.
Mortgage REITs typically generate income by investing in mortgage-backed securities and real estate-related debt rather than owning physical properties, earning revenue from the interest spread on these assets. The capped designation in the funds name indicates a limit on individual security weightings to reduce concentration risk within the index.
- Fed rate cuts lift mortgage REIT yields and valuations
- Housing market slowdown pressures residential mortgage securities
- Commercial real estate distress weighs on mortgage-backed holdings
As of September 27, 2026, the stock is trading at USD 18.90 with a total of 1,715,474 shares traded. Over the past week, the price has changed by -3.47%, over one month by -11.65%, over three months by -10.43% and over the past year by -5.24%.
Current recommended Stop Loss: 18.40 (which is 2.6% or 1.4 ATR below the current price).
Mortgage Real Estate Capped has no consensus analysts rating.