Consolidated Portfolio Review Corp’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Consolidated Portfolio Review Corp’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	-15,668	Closed	-$169K	–	259
2025 Q3	$169K	Sell	15,668 -686	-4%	-$7.38K	0.02%	447
2025 Q2	$173K	Sell	16,354 -3,217	-16%	-$32.7K	0.02%	436
2025 Q1	$219K	Sell	19,571 -894	-4%	-$10K	0.04%	347
2024 Q4	$217K	Hold	20,465	–	–	0.03%	345
2024 Q3	$247K	Hold	20,465	–	–	0.06%	268
2024 Q2	$229K	Hold	20,465	–	–	0.05%	263
2024 Q1	$239K	Sell	20,465 -5,033	-20%	-$57K	0.06%	238
2023 Q4	$301K	Buy	25,498 +367	+1%	+$4.02K	0.07%	236
2023 Q3	$286K	Hold	25,131	–	–	0.07%	246
2023 Q2	$302K	Buy	+25,131	New	+$275K	0.07%	230

Other funds holding MORT

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Consolidated Portfolio Review Corp's MORT Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2025, closing a stake of 15,668 shares — an estimated $169K sold.

Consolidated Portfolio Review Corp first reported a position in MORT in Q2 2023 and held it in 10 quarters. The position peaked at $302K in Q2 2023. 92 funds tracked by Wall St. Rank hold MORT as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 15,668 VanEck Mortgage REIT Income ETF shares in Q4 2025, an estimated $169K.
Consolidated Portfolio Review Corp first reported a position in VanEck Mortgage REIT Income ETF in Q2 2023 and held it in 10 quarters.
Consolidated Portfolio Review Corp's VanEck Mortgage REIT Income ETF position peaked at $302K in Q2 2023.
92 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.