Gilman Hill Asset Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Gilman Hill Asset Management’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 Q2	–	Sell	-18,000	Closed	-$201K	–	237
2025 Q1	$201K	Hold	18,000	–	–	0.03%	210
2024 Q4	$191K	Buy	+18,000	New	+$203K	0.03%	211
2023 Q1	–	Sell	-20,000	Closed	-$233K	–	213
2022 Q4	$233K	Buy	20,000 +5,000	+33%	+$60.1K	0.05%	193
2022 Q3	$166K	Sell	15,000 -2,500	-14%	-$35.9K	0.04%	207
2022 Q2	$245K	Hold	17,500	–	–	0.05%	189
2022 Q1	$299K	Hold	17,500	–	–	0.07%	168
2021 Q4	$314K	Buy	17,500 +2,500	+17%	+$47.3K	0.07%	168
2021 Q3	$285K	Hold	15,000	–	–	0.07%	173
2021 Q2	$298K	Hold	15,000	–	–	0.08%	157
2021 Q1	$284K	Sell	15,000 -1,375	-8%	-$24.4K	0.08%	159
2020 Q4	$274K	Sell	16,375 -1,125	-6%	-$17.3K	0.09%	144
2020 Q3	$244K	Buy	+17,500	New	+$241K	0.09%	146

Other funds holding MORT

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

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

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

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

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

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

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

Gilman Hill Asset Management's MORT Position: Q2 2025 in Review

Gilman Hill Asset Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2025, closing a stake of 18,000 shares — an estimated $201K sold.

Gilman Hill Asset Management first reported a position in MORT in Q3 2020 and held it in 12 quarters. The position peaked at $314K in Q4 2021. 77 funds tracked by Wall St. Rank hold MORT as of Q2 2025.

Gilman Hill Asset Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2025 after selling out during the quarter.
Gilman Hill Asset Management sold 18,000 VanEck Mortgage REIT Income ETF shares in Q2 2025, an estimated $201K.
Gilman Hill Asset Management first reported a position in VanEck Mortgage REIT Income ETF in Q3 2020 and held it in 12 quarters.
Gilman Hill Asset Management's VanEck Mortgage REIT Income ETF position peaked at $314K in Q4 2021.
77 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2025.

Based on Gilman Hill Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.