VANECK MORTGAGE REIT INCOME (MORT) Institutional Ownership Changes & 13F Activity
VANECK MORTGAGE REIT INCOME (MORT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Jaffetilchin Investment Partners, Llc, Morgan Stanley, Bnp Paribas Financial Markets, and Arete Wealth Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arete Wealth Advisors, Llc | Sell | -247,658 | -100.0% | 0 | $0.00 | Q1 2026 | Aug 11, 2026 |
| Wells Fargo & Company/Mn | Sell | -1 | -50.0% | 1 | $13.00 | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +943 | — | 943 | $9.68K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +1,713,570 | +266.8% | 2,355,913 | $24.17M | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +1,039,291 | +149.7% | 1,733,575 | $17.79M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +152,678 | +387.5% | 192,083 | $1.97M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +64,784 | — | 64,784 | $664.68K | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +64,200 | — | 64,200 | $658.69K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +50,239 | +421.2% | 62,168 | $637.84K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -38,576 | -28.8% | 95,354 | $978.00K | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +26,789 | +23.1% | 142,889 | $1.50M | Q1 2026 | May 15, 2026 |
| Independent Financial Group, Llc | Sell | -22,024 | -100.0% | 0 | $0.00 | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +15,552 | +37.2% | 57,346 | $588.38K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +5,613 | — | 5,613 | $57.59K | Q1 2026 | May 15, 2026 |
| Alphacore Capital Llc | Sell | -1,433 | -3.2% | 43,317 | $444.43K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -219 | -6.2% | 3,321 | $34.07K | Q1 2026 | May 15, 2026 |
| Van Den Berg Management I, Inc | Sell | -100 | -41.7% | 140 | $1.44K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Sell | -97 | -18.9% | 415 | $4.08K | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +37 | +10.9% | 376 | $3.85K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +25,994 | +44.6% | 84,232 | $864.22K | Q1 2026 | May 14, 2026 |
| Hrt Financial Lp | Sell | -10,056 | -30.1% | 23,348 | $239.00K | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Sell | -2,108 | -16.8% | 10,426 | $106.98K | Q1 2026 | May 14, 2026 |
| Simplex Trading, Llc | Buy | +748 | +315.6% | 985 | $10.11K | Q1 2026 | May 14, 2026 |
| Anson Capital, Inc. | Buy | +179 | +0.3% | 55,297 | $567.35K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +128 | +984.6% | 141 | $1.45K | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, Llc | Buy | +1,438,414 | +6921.8% | 1,459,195 | $14.97M | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +35,011 | +14.0% | 285,155 | $2.93M | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | Buy | +1,500 | +21.3% | 8,543 | $87.65K | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Sell | -455 | -31.3% | 1,000 | $10.26K | Q1 2026 | May 13, 2026 |
| Bnp Paribas Financial Markets | Buy | +700,000 | — | 700,000 | $7.18M | Q1 2026 | May 12, 2026 |
Frequently asked questions about MORT activity
Which institutional owners are buying MORT?
Institutional owners buying MORT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MORT activity?
"Buy" means an investor increased their reported position in MORT compared to the prior reporting period. This reflects growing exposure to VANECK MORTGAGE REIT INCOME (MORT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MORT increasing?
Institutional interest in MORT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.