D.E. Shaw & Co
MORT icon

D.E. Shaw & Co’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

D.E. Shaw & Co’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
2024
Q4 		– Sell
-13,285
Closed -$160K – 4695
2024
Q3 		$160K Sell
13,285
-22,100
-62% -$257K ﹤0.01% 4192
2024
Q2 		$396K Sell
35,385
-18,182
-34% -$201K ﹤0.01% 3763
2024
Q1 		$626K Buy
+53,567
New +$606K ﹤0.01% 3376

Other funds holding MORT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

D.E. Shaw & Co's MORT Position: Q4 2024 in Review

D.E. Shaw & Co sold out of VanEck Mortgage REIT Income ETF (MORT) in Q4 2024, closing a stake of 13,285 shares — an estimated $160K sold.

D.E. Shaw & Co first reported a position in MORT in Q1 2024 and held it in 3 quarters. The position peaked at $626K in Q1 2024. 70 funds tracked by Wall St. Rank hold MORT as of Q4 2024.

  • D.E. Shaw & Co reported no remaining VanEck Mortgage REIT Income ETF position as of Q4 2024 after selling out during the quarter.
  • D.E. Shaw & Co sold 13,285 VanEck Mortgage REIT Income ETF shares in Q4 2024, an estimated $160K.
  • D.E. Shaw & Co first reported a position in VanEck Mortgage REIT Income ETF in Q1 2024 and held it in 3 quarters.
  • D.E. Shaw & Co's VanEck Mortgage REIT Income ETF position peaked at $626K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.