EH
MORT icon

Equitable Holdings’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Equitable Holdings’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 		$1.5M Buy
142,889
+26,789
+23% +$286K 0.01% 839
2025
Q4 		$1.22M Buy
116,100
+2,084
+2% +$22K 0.01% 793
2025
Q3 		$1.23M Buy
114,016
+11,455
+11% +$123K 0.01% 779
2025
Q2 		$1.08M Buy
102,561
+17,250
+20% +$175K 0.01% 772
2025
Q1 		$953K Buy
85,311
+8,396
+11% +$94.1K 0.01% 726
2024
Q4 		$817K Buy
76,915
+11,717
+18% +$132K 0.01% 733
2024
Q3 		$787K Buy
65,198
+4,138
+7% +$48.2K 0.01% 744
2024
Q2 		$683K Buy
61,060
+7,337
+14% +$81.1K 0.01% 747
2024
Q1 		$628K Buy
53,723
+8,467
+19% +$95.8K 0.01% 735
2023
Q4 		$535K Buy
45,256
+8,250
+22% +$90.5K 0.01% 757
2023
Q3 		$421K Buy
37,006
+16,296
+79% +$193K 0.01% 775
2023
Q2 		$249K Buy
20,710
+4,571
+28% +$50.1K ﹤0.01% 918
2023
Q1 		$182K Buy
+16,139
New +$199K ﹤0.01% 936

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

Equitable Holdings's MORT Position: Q1 2026 in Review

Equitable Holdings increased its VanEck Mortgage REIT Income ETF (MORT) stake by 23% in Q1 2026, buying an estimated $286K and bringing the position to 142,889 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #839.

Equitable Holdings first reported a position in MORT in Q1 2023 and has held it in 13 quarters since. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Equitable Holdings held 142,889 shares of VanEck Mortgage REIT Income ETF worth $1.5M as of Q1 2026.
  • Equitable Holdings bought 26,789 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $286K.
  • VanEck Mortgage REIT Income ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #839 holding.
  • Equitable Holdings first reported a position in VanEck Mortgage REIT Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.