Thrivent Financial for Lutherans
MORT icon

Thrivent Financial for Lutherans’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Thrivent Financial for Lutherans’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 		$157K Buy
15,350
+2,650
+21% +$28.3K ﹤0.01% 2497
2025
Q4 		$133K Hold
12,700
– – ﹤0.01% 2547
2025
Q3 		$137K Sell
12,700
-17,830
-58% -$192K ﹤0.01% 2339
2025
Q2 		$322K Buy
30,530
+1,074
+4% +$10.9K ﹤0.01% 2288
2025
Q1 		$329K Buy
29,456
+585
+2% +$6.55K ﹤0.01% 2198
2024
Q4 		$307K Buy
28,871
+2,251
+8% +$25.3K ﹤0.01% 2405
2024
Q3 		$321K Buy
26,620
+471
+2% +$5.49K ﹤0.01% 2375
2024
Q2 		$293K Buy
26,149
+2,632
+11% +$29.1K ﹤0.01% 2403
2024
Q1 		$275K Buy
23,517
+7,218
+44% +$81.7K ﹤0.01% 2405
2023
Q4 		$193K Sell
16,299
-185
-1% -$2.03K ﹤0.01% 2435
2023
Q3 		$187K Sell
16,484
-5,319
-24% -$62.9K ﹤0.01% 2387
2023
Q2 		$262K Hold
21,803
– – ﹤0.01% 2352
2023
Q1 		$246K Buy
21,803
+3,652
+20% +$45K ﹤0.01% 2342
2022
Q4 		$212K Buy
18,151
+3,251
+22% +$39.1K ﹤0.01% 2341
2022
Q3 		$165K Hold
14,900
– – ﹤0.01% 2355
2022
Q2 		$209K Sell
14,900
-1,185
-7% -$18K ﹤0.01% 2345
2022
Q1 		$256K Sell
16,085
-23,296
-59% -$399K ﹤0.01% 2384
2021
Q4 		$782K Buy
39,381
+15,105
+62% +$286K ﹤0.01% 1993
2021
Q3 		$462K Sell
24,276
-15,105
-38% -$288K ﹤0.01% 2208
2021
Q2 		$782K Buy
39,381
+1,386
+4% +$26.9K ﹤0.01% 1985
2021
Q1 		$720K Buy
37,995
+3,663
+11% +$65K ﹤0.01% 2059
2020
Q4 		$575K Buy
34,332
+5,718
+20% +$87.7K ﹤0.01% 2071
2020
Q3 		$398K Buy
28,614
+11,791
+70% +$162K ﹤0.01% 2074
2020
Q2 		$279K Hold
16,823
– – ﹤0.01% 2138
2020
Q1 		$279K Buy
16,823
+4,748
+39% +$102K ﹤0.01% 2011
2019
Q4 		$290K Sell
12,075
-4,319
-26% -$102K ﹤0.01% 2074
2019
Q3 		$382K Buy
16,394
+946
+6% +$21.7K ﹤0.01% 1953
2019
Q2 		$358K Buy
15,448
+5,550
+56% +$128K ﹤0.01% 1978
2019
Q1 		$233K Buy
9,898
+830
+9% +$19.1K ﹤0.01% 2077
2018
Q4 		$218K Hold
9,068
– – ﹤0.01% 1917
2018
Q3 		$218K Hold
9,068
– – ﹤0.01% 1953
2018
Q2 		$216K Hold
9,068
– – ﹤0.01% 1955
2018
Q1 		$209K Buy
+9,068
New +$205K ﹤0.01% 1945
2017
Q4 		– Sell
-3,379
Closed -$85K – 2194
2017
Q3 		$85K Buy
3,379
+481
+17% +$11.9K ﹤0.01% 1943
2017
Q2 		$71K Buy
2,898
+1,344
+86% +$32.7K ﹤0.01% 1907
2017
Q1 		$35K Hold
1,554
– – ﹤0.01% 1905
2016
Q4 		$35K Buy
1,554
+1,054
+211% +$23.1K ﹤0.01% 1892
2016
Q3 		$10K Sell
500
-3,930
-89% -$86.6K ﹤0.01% 1951
2016
Q2 		$93K Sell
4,430
-700
-14% -$14.4K ﹤0.01% 1872
2016
Q1 		$100K Sell
5,130
-475
-8% -$8.88K ﹤0.01% 1835
2015
Q4 		$109K Sell
5,605
-1,290
-19% -$26.1K ﹤0.01% 1822
2015
Q3 		$145K Buy
6,895
+945
+16% +$20.4K ﹤0.01% 1663
2015
Q2 		$132K Sell
5,950
-2,760
-32% -$64.8K ﹤0.01% 1671
2015
Q1 		$209K Sell
8,710
-7,165
-45% -$170K ﹤0.01% 1581
2014
Q4 		$381K Sell
15,875
-1,230
-7% -$30.1K ﹤0.01% 1261
2014
Q3 		$411K Buy
17,105
+1,455
+9% +$36.1K ﹤0.01% 1201
2014
Q2 		$398K Buy
+15,650
New +$385K ﹤0.01% 1236

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

Thrivent Financial for Lutherans's MORT Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its VanEck Mortgage REIT Income ETF (MORT) stake by 21% in Q1 2026, buying an estimated $28.3K and bringing the position to 15,350 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Thrivent Financial for Lutherans first reported a position in MORT in Q2 2014 and has held it in 47 quarters since. The position peaked at $782K in Q4 2021. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Thrivent Financial for Lutherans held 15,350 shares of VanEck Mortgage REIT Income ETF worth $157K as of Q1 2026.
  • Thrivent Financial for Lutherans bought 2,650 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $28.3K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #2497 holding.
  • Thrivent Financial for Lutherans first reported a position in VanEck Mortgage REIT Income ETF in Q2 2014 and has held it in 47 quarters since.
  • Thrivent Financial for Lutherans's VanEck Mortgage REIT Income ETF position peaked at $782K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.