Citigroup
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Citigroup’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Citigroup’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 		– Sell
-1
Closed -$11 – 6219
2025
Q4 		$11 Buy
+1
New +$11 ﹤0.01% 5803
2016
Q4 		– Sell
-949
Closed -$21K – 7269
2016
Q3 		$21K Hold
949
– – ﹤0.01% 6184
2016
Q2 		$20K Sell
949
-2,241
-70% -$46K ﹤0.01% 6164
2016
Q1 		$64K Buy
3,190
+1,506
+89% +$28.2K ﹤0.01% 5970
2015
Q4 		$33K Buy
1,684
+41
+2% +$828 ﹤0.01% 6212
2015
Q3 		$34K Sell
1,643
-172
-9% -$3.71K ﹤0.01% 5683
2015
Q2 		$40K Buy
1,815
+375
+26% +$8.8K ﹤0.01% 5683
2015
Q1 		$35K Sell
1,440
-2,000
-58% -$47.6K ﹤0.01% 5755
2014
Q4 		$82K Sell
3,440
-2,144
-38% -$52.5K ﹤0.01% 5379
2014
Q3 		$134K Sell
5,584
-15
-0.3% -$372 ﹤0.01% 4515
2014
Q2 		$142K Hold
5,599
– – ﹤0.01% 4404
2014
Q1 		$137K Buy
5,599
+86
+2% +$2.04K ﹤0.01% 4698
2013
Q4 		$122K Sell
5,513
-1,117
-17% -$25.8K ﹤0.01% 5085
2013
Q3 		$159K Buy
6,630
+1,991
+43% +$47K ﹤0.01% 4359
2013
Q2 		$116K Buy
+4,639
New +$127K ﹤0.01% 4726

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

Citigroup's MORT Position: Q1 2026 in Review

Citigroup sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2026, closing a stake of 1 share — an estimated $11 sold.

Citigroup first reported a position in MORT in Q2 2013 and held it in 15 quarters. The position peaked at $159K in Q3 2013. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Citigroup reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2026 after selling out during the quarter.
  • Citigroup sold 1 VanEck Mortgage REIT Income ETF share in Q1 2026, an estimated $11.
  • Citigroup first reported a position in VanEck Mortgage REIT Income ETF in Q2 2013 and held it in 15 quarters.
  • Citigroup's VanEck Mortgage REIT Income ETF position peaked at $159K in Q3 2013.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.