HighTower Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

HighTower Advisors’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 Q2	–	Sell	-14,687	Closed	-$151K	–	3946
2026 Q1	$151K	Sell	14,687 -1,259,177	-99%	-$13.4M	﹤0.01%	3560
2025 Q4	$13.4M	Buy	+1,273,864	New	+$13.5M	0.01%	757
2024 Q4	–	Sell	-20,519	Closed	-$246K	–	3975
2024 Q3	$246K	Buy	+20,519	New	+$239K	﹤0.01%	2972
2015 Q2	–	Sell	-9,000	Closed	-$218K	–	1670
2015 Q1	$218K	Hold	9,000	–	–	﹤0.01%	1401
2014 Q4	$213K	Hold	9,000	–	–	﹤0.01%	1369
2014 Q3	$215K	Hold	9,000	–	–	﹤0.01%	1336
2014 Q2	$229K	Hold	9,000	–	–	﹤0.01%	1355
2014 Q1	$220K	Buy	+9,000	New	+$214K	﹤0.01%	1277
2013 Q4	–	Sell	-8,984	Closed	-$215K	–	1588
2013 Q3	$215K	Sell	8,984 -3,250	-27%	-$76.7K	0.01%	1144
2013 Q2	$306K	Buy	+12,234	New	+$335K	0.01%	977

Other funds holding MORT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors's MORT Position: Q2 2026 in Review

HighTower Advisors sold out of VanEck Mortgage REIT Income ETF (MORT) in Q2 2026, closing a stake of 14,687 shares — an estimated $151K sold.

HighTower Advisors first reported a position in MORT in Q2 2013 and held it in 10 quarters. The position peaked at $13.4M in Q4 2025. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

HighTower Advisors reported no remaining VanEck Mortgage REIT Income ETF position as of Q2 2026 after selling out during the quarter.
HighTower Advisors sold 14,687 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $151K.
HighTower Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2013 and held it in 10 quarters.
HighTower Advisors's VanEck Mortgage REIT Income ETF position peaked at $13.4M in Q4 2025.
90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.