VanEck Mortgage REIT Income ETFMORT
MORT
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
89% more call options, than puts
Call options by funds: $132K | Put options by funds: $70K
11% more capital invested
Capital invested by funds: $53.6M [Q2] → $59.4M (+$5.8M) [Q3]
0.87% less ownership
Funds ownership: 19.82% [Q2] → 18.95% (-0.87%) [Q3]
8% less funds holding
Funds holding: 76 [Q2] → 70 (-6) [Q3]
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Research analyst outlook
We haven’t received any recent analyst ratings for MORT.
Financial journalist opinion
Positive
Seeking Alpha
2 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
3 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
3 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.
Positive
ETF Trends
3 months ago
Rate Cuts Could Renew Interest in Mortgage REITs
With hope building that the Federal Reserve will finally pare interest rates in September, some income investors are considering returns to high-yield, rate-sensitive asset classes. This includes mortgage real estate investment trusts (mREITs).
Negative
Seeking Alpha
4 months ago
Behind The Curve
U.S. equity markets tumbled in a volatile week, while benchmark interest rates plunged by the most since December 2008 after employment data showed decisive evidence of weakening labor market conditions. Volatility was amplified by a confluence of central bank policy decisions, a hit-and-miss slate of corporate earnings results, an intensification of geopolitical risks, and a re-pricing of domestic political expectations. Among several weak employment reports, the critical nonfarm payrolls report showed that the unemployment rate jumped to the highest level since 2021 in July, and the report was even weaker under-the-surface.
Positive
Seeking Alpha
5 months ago
Mortgage REITs Surging
After a terrible start to the year, mortgage REITs are hot in July. Don't tell ORC. They missed most of the rally. If only it was an opportunity to destroy book value. They're so good at that. Quick commentary on MAIN.
Negative
Seeking Alpha
5 months ago
MORT: A Levered Bet US Rates Have Peaked
The VanEck Mortgage REIT Income ETF has over 99% exposure to US mortgage REITs. MORT has underperformed the S&P 500 both in 2024 and on a three-year timeframe. This is in large part due to the 2022-2023 Fed tightening cycle, with a reversal expected as soon as September.
Positive
InvestorPlace
6 months ago
3 Income-Generating ETFs to Put Your Portfolio on Autopilot
With exchange-traded funds (ETFs) generating solid performances over the long run, it stands to reason that investors should consider income-generating ETFs to buy. Basically, all the benefits associated with these wide-canvas plays for capital gains apply to dividends as well.
Neutral
Seeking Alpha
6 months ago
Eyes On The ECB
U.S. equity and bond markets staged a late-week rebound, erasing early-week declines prompted by disappointing Eurozone inflation data, after the crucial PCE inflation gauge posted its smallest increase of 2024. Posting a second week of modest declines following four-straight weekly gains, the S&P 500 finished lower by 0.4% on the week, but still notched its best month since February. Real estate equities also rebounded following steep declines in the prior week as a handful of REITs provided positive business updates ahead of the annual REITweek industry conference.
Negative
Seeking Alpha
8 months ago
3 ETFs To Avoid, And Their Replacements
Some of the larger, more well-known ETFs have significant drawbacks and stronger peers. These include HYG, BIL, and MORT. A quick explanation of the shortcomings of these ETFs, and some stronger alternatives, follows.
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