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TPG Advisors’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

TPG Advisors’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 		$173K Buy
16,833
+1,700
+11% +$18.1K 0.11% 108
2025
Q4 		$159K Buy
15,133
+4,871
+47% +$51.5K 0.1% 106
2025
Q3 		$111K Buy
+10,262
New +$110K 0.07% 102

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

TPG Advisors's MORT Position: Q1 2026 in Review

TPG Advisors increased its VanEck Mortgage REIT Income ETF (MORT) stake by 11% in Q1 2026, buying an estimated $18.1K and bringing the position to 16,833 shares worth $173K. The position accounts for 0.11% of the portfolio, ranked #108.

TPG Advisors first reported a position in MORT in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • TPG Advisors held 16,833 shares of VanEck Mortgage REIT Income ETF worth $173K as of Q1 2026.
  • TPG Advisors bought 1,700 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $18.1K.
  • VanEck Mortgage REIT Income ETF made up 0.11% of TPG Advisors's portfolio in Q1 2026, its #108 holding.
  • TPG Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on TPG Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.