John Overdeck’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

John Overdeck’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	–	Sell	-638,349	Closed	-$6.71M	–	4799
2025 Q4	$6.71M	Buy	+638,349	New	+$6.75M	0.01%	1440
2025 Q2	–	Sell	-181,049	Closed	-$2.02M	–	3402
2025 Q1	$2.02M	Buy	181,049 +165,000	+1,028%	+$1.85M	﹤0.01%	1734
2024 Q4	$170K	Sell	16,049 -55,451	-78%	-$624K	﹤0.01%	2896
2024 Q3	$863K	Buy	71,500 +28,600	+67%	+$333K	﹤0.01%	2211
2024 Q2	$480K	Buy	42,900 +7,300	+21%	+$80.6K	﹤0.01%	2391
2024 Q1	$416K	Buy	+35,600	New	+$403K	﹤0.01%	2415

Other funds holding MORT

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

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

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

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

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

ATPW

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

Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

John Overdeck's MORT Position: Q1 2026 in Review

John Overdeck sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2026, closing a stake of 638,349 shares — an estimated $6.71M sold.

John Overdeck first reported a position in MORT in Q1 2024 and held it in 6 quarters. The position peaked at $6.71M in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

John Overdeck reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2026 after selling out during the quarter.
John Overdeck sold 638,349 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $6.71M.
John Overdeck first reported a position in VanEck Mortgage REIT Income ETF in Q1 2024 and held it in 6 quarters.
John Overdeck's VanEck Mortgage REIT Income ETF position peaked at $6.71M in Q4 2025.
85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.