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Jaffetilchin Investment Partners’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Jaffetilchin Investment Partners’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 		$15M Buy
1,459,195
+1,438,414
+6,922% +$15.4M 0.89% 25
2025
Q4 		$218K Sell
20,781
-456
-2% -$4.82K 0.01% 434
2025
Q3 		$229K Sell
21,237
-271
-1% -$2.92K 0.01% 403
2025
Q2 		$227K Sell
21,508
-276
-1% -$2.8K 0.01% 389
2025
Q1 		$243K Sell
21,784
-690
-3% -$7.73K 0.02% 364
2024
Q4 		$239K Sell
22,474
-108
-0.5% -$1.22K 0.02% 348
2024
Q3 		$273K Sell
22,582
-930
-4% -$10.8K 0.02% 310
2024
Q2 		$263K Sell
23,512
-1,643
-7% -$18.1K 0.02% 297
2024
Q1 		$294K Sell
25,155
-3,576
-12% -$40.5K 0.03% 293
2023
Q4 		$340K Buy
28,731
+6,883
+32% +$75.5K 0.03% 265
2023
Q3 		$248K Buy
21,848
+3,821
+21% +$45.2K 0.03% 292
2023
Q2 		$217K Buy
+18,027
New +$197K 0.02% 333

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jaffetilchin Investment Partners's MORT Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its VanEck Mortgage REIT Income ETF (MORT) stake by 6,922% in Q1 2026, buying an estimated $15.4M and bringing the position to 1,459,195 shares worth $15M. The position accounts for 0.89% of the portfolio, ranked #25.

Jaffetilchin Investment Partners first reported a position in MORT in Q2 2023 and has held it in 12 quarters since. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Jaffetilchin Investment Partners held 1,459,195 shares of VanEck Mortgage REIT Income ETF worth $15M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 1,438,414 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $15.4M.
  • VanEck Mortgage REIT Income ETF made up 0.89% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #25 holding.
  • Jaffetilchin Investment Partners first reported a position in VanEck Mortgage REIT Income ETF in Q2 2023 and has held it in 12 quarters since.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.