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Brookwood Investment Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Brookwood Investment Group’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-27,016
Closed -$291K – 547
2025
Q3 		$291K Buy
27,016
+6,873
+34% +$74K 0.04% 378
2025
Q2 		$213K Buy
+20,143
New +$205K 0.03% 404

Other funds holding MORT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Brookwood Investment Group's MORT Position: Q4 2025 in Review

Brookwood Investment Group sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2025, closing a stake of 27,016 shares — an estimated $291K sold.

Brookwood Investment Group first reported a position in MORT in Q2 2025 and held it in 2 quarters. The position peaked at $291K in Q3 2025. 92 funds tracked by Wall St. Rank hold MORT as of Q4 2025.

  • Brookwood Investment Group reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 27,016 VanEck Mortgage REIT Income ETF shares in Q4 2025, an estimated $291K.
  • Brookwood Investment Group first reported a position in VanEck Mortgage REIT Income ETF in Q2 2025 and held it in 2 quarters.
  • Brookwood Investment Group's VanEck Mortgage REIT Income ETF position peaked at $291K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.