Rockefeller Capital Management
MORT icon

Rockefeller Capital Management’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Rockefeller Capital 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 		$107K Sell
10,426
-2,108
-17% -$22.5K ﹤0.01% 2840
2025
Q4 		$132K Sell
12,534
-946
-7% -$10K ﹤0.01% 2578
2025
Q3 		$145K Buy
+13,480
New +$145K ﹤0.01% 2388
2023
Q1 		– Sell
-6,104
Closed -$71K – 3155
2022
Q4 		$71K Buy
6,104
+69
+1% +$829 ﹤0.01% 2209
2022
Q3 		$66K Buy
6,035
+41
+0.7% +$589 ﹤0.01% 2214
2022
Q2 		$83K Sell
5,994
-3,990
-40% -$60.8K ﹤0.01% 2041
2022
Q1 		$170K Buy
9,984
+535
+6% +$9.16K ﹤0.01% 1756
2021
Q4 		$169K Buy
9,449
+1,750
+23% +$33.1K ﹤0.01% 1710
2021
Q3 		$146K Buy
7,699
+49
+0.6% +$933 ﹤0.01% 1700
2021
Q2 		$151K Buy
7,650
+2,019
+36% +$39.2K ﹤0.01% 1631
2021
Q1 		$106K Buy
5,631
+1,131
+25% +$20.1K ﹤0.01% 1568
2020
Q4 		$75K Buy
4,500
+900
+25% +$13.8K ﹤0.01% 1548
2020
Q3 		$50K Hold
3,600
– – ﹤0.01% 1505
2020
Q2 		$48K Buy
+3,600
New +$42.2K ﹤0.01% 1422

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

Rockefeller Capital Management's MORT Position: Q1 2026 in Review

Rockefeller Capital Management reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 17% in Q1 2026, selling an estimated $22.5K and leaving 10,426 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #2840.

Rockefeller Capital Management first reported a position in MORT in Q2 2020 and has held it in 14 quarters since. The position peaked at $170K in Q1 2022. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Rockefeller Capital Management held 10,426 shares of VanEck Mortgage REIT Income ETF worth $107K as of Q1 2026.
  • Rockefeller Capital Management sold 2,108 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $22.5K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2840 holding.
  • Rockefeller Capital Management first reported a position in VanEck Mortgage REIT Income ETF in Q2 2020 and has held it in 14 quarters since.
  • Rockefeller Capital Management's VanEck Mortgage REIT Income ETF position peaked at $170K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.