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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

HighTower Advisors's MORT Position: Q1 2026 in Review

HighTower Advisors reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 99% in Q1 2026, selling an estimated $13.4M and leaving 14,687 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #3560.

HighTower Advisors first reported a position in MORT in Q2 2013 and has held it in 10 quarters since. The position peaked at $13.4M in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

HighTower Advisors held 14,687 shares of VanEck Mortgage REIT Income ETF worth $151K as of Q1 2026.
HighTower Advisors sold 1,259,177 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $13.4M.
VanEck Mortgage REIT Income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3560 holding.
HighTower Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q2 2013 and has held it in 10 quarters since.
HighTower Advisors's VanEck Mortgage REIT Income ETF position peaked at $13.4M in Q4 2025.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.