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 Q3	$148K	Buy	17,645 +448	+3%	+$4.32K	0.08%	116
2026 Q2	$178K	Buy	17,197 +364	+2%	+$3.72K	0.1%	113
2026 Q1	$173K	Buy	16,833 +1,700	+11%	+$18.2K	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

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TPG Advisors's MORT Position: Q3 2026 in Review

TPG Advisors increased its VanEck Mortgage REIT Income ETF (MORT) stake by 2.6% in Q3 2026, buying an estimated $4.32K and bringing the position to 17,645 shares worth $148K. The position accounts for 0.08% of the portfolio, ranked #116.

TPG Advisors first reported a position in MORT in Q3 2025 and has held it in 5 quarters since. The position peaked at $178K in Q2 2026. 11 funds tracked by Wall St. Rank hold MORT as of Q3 2026.

TPG Advisors held 17,645 shares of VanEck Mortgage REIT Income ETF worth $148K as of Q3 2026.
TPG Advisors bought 448 VanEck Mortgage REIT Income ETF shares in Q3 2026, an estimated $4.32K.
VanEck Mortgage REIT Income ETF made up 0.08% of TPG Advisors's portfolio in Q3 2026, its #116 holding.
TPG Advisors first reported a position in VanEck Mortgage REIT Income ETF in Q3 2025 and has held it in 5 quarters since.
TPG Advisors's VanEck Mortgage REIT Income ETF position peaked at $178K in Q2 2026.
11 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2026.

Based on TPG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.