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Hillsdale Investment Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Hillsdale Investment 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
2026
Q1 		$248K Sell
24,190
-14,610
-38% -$156K 0.01% 548
2025
Q4 		$408K Buy
38,800
+3,900
+11% +$41.2K 0.01% 449
2025
Q3 		$376K Buy
34,900
+20,300
+139% +$219K 0.01% 440
2025
Q2 		$154K Buy
+14,600
New +$148K 0.01% 471
2025
Q1 		– Sell
-8,930
Closed -$94.8K – 659
2024
Q4 		$94.8K Buy
8,930
+2,450
+38% +$27.6K ﹤0.01% 436
2024
Q3 		$78.2K Hold
6,480
– – 0.01% 439
2024
Q2 		$72.5K Buy
6,480
+950
+17% +$10.5K 0.01% 432
2024
Q1 		$64.6K Buy
+5,530
New +$62.6K 0.01% 440
2023
Q4 		– Sell
-11,010
Closed -$125K – 615
2023
Q3 		$125K Hold
11,010
– – 0.01% 384
2023
Q2 		$132K Buy
11,010
+9,260
+529% +$101K 0.01% 356
2023
Q1 		$19.8K Buy
+1,750
New +$21.6K ﹤0.01% 510
2021
Q2 		– Sell
-3,700
Closed -$70K – 621
2021
Q1 		$70K Sell
3,700
-2,400
-39% -$42.6K 0.01% 436
2020
Q4 		$102K Hold
6,100
– – 0.01% 410
2020
Q3 		$85K Hold
6,100
– – 0.01% 415
2020
Q2 		$82K Buy
+6,100
New +$71.5K 0.01% 409
2015
Q2 		– Sell
-63,600
Closed -$1.54M – 541
2015
Q1 		$1.54M Buy
+63,600
New +$1.51M 0.4% 44

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 $4.79B AUM 27.94% 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

Hillsdale Investment Management's MORT Position: Q1 2026 in Review

Hillsdale Investment Management reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 38% in Q1 2026, selling an estimated $156K and leaving 24,190 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #548.

Hillsdale Investment Management first reported a position in MORT in Q1 2015 and has held it in 16 quarters since. The position peaked at $1.54M in Q1 2015. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Hillsdale Investment Management held 24,190 shares of VanEck Mortgage REIT Income ETF worth $248K as of Q1 2026.
  • Hillsdale Investment Management sold 14,610 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $156K.
  • VanEck Mortgage REIT Income ETF made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #548 holding.
  • Hillsdale Investment Management first reported a position in VanEck Mortgage REIT Income ETF in Q1 2015 and has held it in 16 quarters since.
  • Hillsdale Investment Management's VanEck Mortgage REIT Income ETF position peaked at $1.54M in Q1 2015.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.