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Rebalance’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Rebalance’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
2025
Q1 		– Sell
-42,432
Closed -$451K – 101
2024
Q4 		$451K Buy
42,432
+2,525
+6% +$28.4K 0.03% 78
2024
Q3 		$482K Hold
39,907
– – 0.04% 71
2024
Q2 		$447K Buy
39,907
+4,458
+13% +$49.2K 0.04% 67
2024
Q1 		$414K Hold
35,449
– – 0.03% 68
2023
Q4 		$419K Hold
35,449
– – 0.04% 66
2023
Q3 		$403K Hold
35,449
– – 0.04% 62
2023
Q2 		$426K Buy
35,449
+1,499
+4% +$16.4K 0.04% 61
2023
Q1 		$384K Buy
33,950
+4,222
+14% +$52K 0.04% 62
2022
Q4 		$347K Buy
+29,728
New +$357K 0.04% 65

Other funds holding MORT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $353M AUM 34.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Rebalance's MORT Position: Q1 2025 in Review

Rebalance sold out of VanEck Mortgage REIT Income ETF (MORT) in Q1 2025, closing a stake of 42,432 shares — an estimated $451K sold.

Rebalance first reported a position in MORT in Q4 2022 and held it in 9 quarters. The position peaked at $482K in Q3 2024. 82 funds tracked by Wall St. Rank hold MORT as of Q1 2025.

  • Rebalance reported no remaining VanEck Mortgage REIT Income ETF position as of Q1 2025 after selling out during the quarter.
  • Rebalance sold 42,432 VanEck Mortgage REIT Income ETF shares in Q1 2025, an estimated $451K.
  • Rebalance first reported a position in VanEck Mortgage REIT Income ETF in Q4 2022 and held it in 9 quarters.
  • Rebalance's VanEck Mortgage REIT Income ETF position peaked at $482K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2025.

Based on Rebalance's 13F filing for Q1 2025, filed 17 Apr 2025.