VanEck Mortgage REIT Income ETFMORT
MORT
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
182% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 11
0.44% more ownership
Funds ownership: 19.0% [Q3] → 19.44% (+0.44%) [Q4]
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
3% less funds holding
Funds holding: 71 [Q3] → 69 (-2) [Q4]
8% less capital invested
Capital invested by funds: $59.6M [Q3] → $55M (-$4.62M) [Q4]
68% less call options, than puts
Call options by funds: $48K | Put options by funds: $148K
Research analyst outlook
We haven’t received any recent analyst ratings for MORT.
Financial journalist opinion
Negative
Seeking Alpha
2 days ago
Why Most Dividend Retirement Strategies Fail: How To Retire With Dividends
Most high-yield strategies are ticking time bombs. Don't get wiped out when the next downturn hits. Discover the only portfolio blend that can deliver sustainable and rising dividends through inflation, recessions, and even currency collapse.
Positive
Seeking Alpha
2 days ago
MORT: A Strategic Buy For A Swing Trade (Rating Upgrade)
VanEck Mortgage REIT Income, a high-beta ETF, is deeply oversold due to recent market turmoil and rising bond yields, presenting a short-term swing trade opportunity. The fund's components, including Annaly, AGNC, and Starwood, are heavily influenced by rates and risk-on/risk-off dynamics, making them ideal for swing trading. Technical analysis indicates MORT and its components are oversold, with a target price of $10.5/share, reflecting a potential bounce.
Positive
Seeking Alpha
1 month ago
MORT: High Income, Short-Term Hold
VanEck Mortgage REIT Income ETF offers a 10.67% annual yield with a low expense ratio of 0.43%. The ETF is highly concentrated in mortgage REITs, making it risky and volatile, especially in the current economic climate influenced by tariff wars and Federal cuts. Within the Top 10 Holdings, there are 3 REITs that I recommend as Buys.
Neutral
Seeking Alpha
1 month ago
REIT Slope Adjustment Has Overshadowed Future Value Gains
Despite recent price declines, REITs' future value has increased due to higher rental rates, increased property values, and reduced competing supply. Higher market demanded returns have steepened the slope, causing REIT prices to drop despite improved fundamentals and future value. The price drop is driven by higher expected returns, not impaired future value, making current REIT valuations a buying opportunity.
Positive
Seeking Alpha
2 months ago
Not All 2% Spreads Are Created Equal
Real estate investment spreads are healthier today with higher cap rates and cost of capital, enhancing long-term returns despite similar nominal spreads. Higher cap rates lead to more accretive organic growth, reinvestment, dividends, debt reduction, and buybacks compared to the low-rate environment of early 2022. The current 8% cap rate and 6% cost of capital environment are more favorable for REITs than the previous 6% and 4% scenarios.
Neutral
24/7 Wall Street
2 months ago
7 Top ETFs to Buy For Huge Passive Income In February
While most citizens in general are hurt by higher interest rates and their correspondingly higher product and service prices due to inflation, there is one demographic that seizes opportunity in those periods: income-oriented investors.
Neutral
Seeking Alpha
3 months ago
MORT: A Low Double-Digit Total Return Looks Likely In 2025
The VanEck Mortgage REIT Income ETF invests in US mREITs, with the portfolio exhibiting a high concentration in its top ten positions. Recent increases in long-term interest rates will likely result in poor Q4 2024 earnings for mREITs. Even so analysts remain optimistic for MORT's largest holdings, forecasting returns of about 15% over the next 12 months.
Positive
Seeking Alpha
6 months ago
Canadian REITs: Higher Yield Up North
For income-focused investors willing to venture outside the United States, Canadian REITs offer appealing qualities as a potential portfolio diversifier alongside their larger and more established U.S. peers. Canadian REITs, on average, offer higher monthly dividend yields and trade at lower P/FFO multiples compared to their U.S. counterparts, but typically have weaker balance sheets with higher debt ratios. In this report, we take a quick look at 30 Canadian REITs and break down the industry on a sector-by-sector level. We also take a deep dive into H&R REIT.
Neutral
Seeking Alpha
6 months ago
What I Wish I Knew Before Becoming A REIT Investor
REITs can be wonderful investments. But they can also be real disasters if you pick the wrong ones. Here are 5 important lessons that I have learned as a decade-long REIT investor.
Positive
Seeking Alpha
7 months ago
MORT: A Cyclical Rates Driven ETF
The VanEck Mortgage REIT Income ETF offers a high yield of 10.4%, but investors must understand its diverse composition and rates-driven nature. MORT includes a mix of Agency MBS REITs and real estate funds, all influenced by interest rates but with different risk factors. The ETF has benefited from recent lower rates, showing strong correlation with the iShares 7-10 Year Treasury Bond ETF, but remains cyclical.
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