Citadel Advisors
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Citadel Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Citadel Advisors’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
2026
Q1 		$404K Buy
+39,400
New +$421K ﹤0.01% 9797
2025
Q2 		– Sell
-400
Closed -$4.47K – 14112
2025
Q1 		$4.47K Sell
400
-4,100
-91% -$45.9K ﹤0.01% 13891
2024
Q4 		$47.8K Sell
4,500
-6,400
-59% -$72K ﹤0.01% 12443
2024
Q3 		$132K Sell
10,900
-6,800
-38% -$79.2K ﹤0.01% 10736
2024
Q2 		$198K Buy
17,700
+11,700
+195% +$129K ﹤0.01% 9960
2024
Q1 		$70.1K Sell
6,000
-6,800
-53% -$76.9K ﹤0.01% 11818
2023
Q4 		$151K Buy
12,800
+8,000
+167% +$87.7K ﹤0.01% 10364
2023
Q3 		$54.6K Sell
4,800
-4,900
-51% -$57.9K ﹤0.01% 11658
2023
Q2 		$116K Sell
9,700
-9,500
-49% -$104K ﹤0.01% 10707
2023
Q1 		$217K Buy
19,200
+10,200
+113% +$126K ﹤0.01% 10035
2022
Q4 		$105K Sell
9,000
-8,500
-49% -$102K ﹤0.01% 11144
2022
Q3 		$193K Sell
17,500
-9,700
-36% -$139K ﹤0.01% 10436
2022
Q2 		$381K Sell
27,200
-3,700
-12% -$56.3K ﹤0.01% 9249
2022
Q1 		$528K Buy
30,900
+1,400
+5% +$24K ﹤0.01% 9259
2021
Q4 		$530K Buy
29,500
+16,700
+130% +$316K ﹤0.01% 9558
2021
Q3 		$243K Buy
+12,800
New +$244K ﹤0.01% 11538

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Citadel Advisors's MORT Position: Q1 2026 in Review

Citadel Advisors increased its VanEck Mortgage REIT Income ETF (MORT) stake by 387% in Q1 2026, buying an estimated $1.63M and bringing the position to 192,083 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #6087.

Citadel Advisors first reported a position in MORT in Q2 2015 and has held it in 27 quarters since. The position peaked at $5.78M in Q4 2020. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Citadel Advisors held 192,083 shares of VanEck Mortgage REIT Income ETF worth $1.97M as of Q1 2026.
  • Citadel Advisors bought 152,678 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $1.63M.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #6087 holding.
  • Citadel Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2015 and has held it in 27 quarters since.
  • Citadel Advisors's VanEck Mortgage REIT Income ETF position peaked at $5.78M in Q4 2020.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.