Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Northwestern Mutual Wealth 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 		$206K Buy
20,110
+6,378
+46% +$68.1K ﹤0.01% 1892
2025
Q4 		$144K Sell
13,732
-167
-1% -$1.76K ﹤0.01% 1994
2025
Q3 		$150K Sell
13,899
-11,043
-44% -$119K ﹤0.01% 1906
2025
Q2 		$263K Sell
24,942
-1,423
-5% -$14.5K ﹤0.01% 1622
2025
Q1 		$294K Hold
26,365
– – ﹤0.01% 1511
2024
Q4 		$280K Buy
26,365
+23,848
+947% +$268K ﹤0.01% 1518
2024
Q3 		$30.4K Hold
2,517
– – ﹤0.01% 2331
2024
Q2 		$28.2K Buy
+2,517
New +$27.8K ﹤0.01% 2290
2023
Q4 		– Sell
-407
Closed -$4.63K – 3600
2023
Q3 		$4.63K Buy
+407
New +$4.81K ﹤0.01% 2775
2022
Q2 		– Sell
-312
Closed -$5K – 3362
2022
Q1 		$5K Sell
312
-41,983
-99% -$719K ﹤0.01% 2741
2021
Q4 		$760K Sell
42,295
-7,968
-16% -$151K ﹤0.01% 919
2021
Q3 		$956K Buy
50,263
+13,527
+37% +$258K ﹤0.01% 779
2021
Q2 		$729K Buy
+36,736
New +$713K ﹤0.01% 857
2020
Q4 		– Sell
-599
Closed -$8K – 2803
2020
Q3 		$8K Buy
599
+44
+8% +$606 ﹤0.01% 2051
2020
Q2 		$7K Buy
+555
New +$6.51K ﹤0.01% 2002

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 $4.23B AUM 20.9% 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

Northwestern Mutual Wealth Management's MORT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its VanEck Mortgage REIT Income ETF (MORT) stake by 46% in Q1 2026, buying an estimated $68.1K and bringing the position to 20,110 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Northwestern Mutual Wealth Management first reported a position in MORT in Q2 2020 and has held it in 15 quarters since. The position peaked at $956K in Q3 2021. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Northwestern Mutual Wealth Management held 20,110 shares of VanEck Mortgage REIT Income ETF worth $206K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 6,378 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $68.1K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1892 holding.
  • Northwestern Mutual Wealth Management first reported a position in VanEck Mortgage REIT Income ETF in Q2 2020 and has held it in 15 quarters since.
  • Northwestern Mutual Wealth Management's VanEck Mortgage REIT Income ETF position peaked at $956K in Q3 2021.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.