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	$201K	Buy	+19,600	New	+$209K	﹤0.01%	11411
2025 Q3	–	Sell	-16,500	Closed	-$174K	–	13613
2025 Q2	$174K	Sell	16,500 -900	-5%	-$9.14K	﹤0.01%	10813
2025 Q1	$194K	Buy	17,400 +3,500	+25%	+$39.2K	﹤0.01%	10496
2024 Q4	$148K	Buy	13,900 +8,100	+140%	+$91.2K	﹤0.01%	10911
2024 Q3	$70K	Sell	5,800 -13,400	-70%	-$156K	﹤0.01%	11558
2024 Q2	$215K	Sell	19,200 -8,300	-30%	-$91.7K	﹤0.01%	9776
2024 Q1	$321K	Buy	27,500 +16,900	+159%	+$191K	﹤0.01%	9303
2023 Q4	$125K	Buy	10,600 +1,500	+16%	+$16.4K	﹤0.01%	10649
2023 Q3	$103K	Sell	9,100 -9,600	-51%	-$113K	﹤0.01%	10854
2023 Q2	$225K	Sell	18,700 -79,600	-81%	-$872K	﹤0.01%	9632
2023 Q1	$1.11M	Buy	98,300 +95,600	+3,541%	+$1.18M	﹤0.01%	6546
2022 Q4	$31.5K	Buy	+2,700	New	+$32.4K	﹤0.01%	12680

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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.