Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Kayne Anderson Rudnick 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
2024
Q3 		– Sell
-413
Closed -$4.63K – 1015
2024
Q2 		$4.63K Buy
+413
New +$4.56K ﹤0.01% 690

Other funds holding MORT

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Bank of America
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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's MORT Position: Q3 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of VanEck Mortgage REIT Income ETF (MORT) in Q3 2024, closing a stake of 413 shares — an estimated $4.63K sold.

Kayne Anderson Rudnick Investment Management first reported a position in MORT in Q2 2024 and held it in 1 quarter. The position peaked at $4.63K in Q2 2024. 72 funds tracked by Wall St. Rank hold MORT as of Q3 2024.

  • Kayne Anderson Rudnick Investment Management reported no remaining VanEck Mortgage REIT Income ETF position as of Q3 2024 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 413 VanEck Mortgage REIT Income ETF shares in Q3 2024, an estimated $4.63K.
  • Kayne Anderson Rudnick Investment Management first reported a position in VanEck Mortgage REIT Income ETF in Q2 2024 and held it in 1 quarter.
  • Kayne Anderson Rudnick Investment Management's VanEck Mortgage REIT Income ETF position peaked at $4.63K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.