Position in ACRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$76,077
-$4,548 QoQ
Shares Held
16,906
+0.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 142 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $45,645,993 across 18 REIT - Mortgage names. ACRE ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
1,465,104 | $15,969,633 | |
| 2 | NLY |
Annaly Capital Management Inc
|
423,650 | $9,472,813 | |
| 3 | RITM |
Rithm Capital Corp.
|
734,390 | $6,895,920 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
360,043 | $5,897,503 | |
| 5 | MFA |
Mfa Financial, Inc.
|
142,020 | $1,376,173 | |
| 6 | RWT |
Redwood Trust Inc
|
186,112 | $882,170 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
118,200 | $808,488 | |
| 8 | DX |
Dynex Capital Inc
|
57,135 | $749,039 |
All Filings in ACRE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,077 | 16,906 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $80,625 | 16,797 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $63,096 | 13,200 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $53,709 | 11,909 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $58,747 | 12,316 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $60,639 | 13,097 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $92,249 | 15,662 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $101,395 | 14,485 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $94,130 | 14,155 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $122,335 | 16,421 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $118,166 | 11,406 | Shares | Defined | 2024-02-12 | |
| 2023-03-31 | $122,778 | 13,507 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $145,665 | 14,156 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $129,517 | 12,394 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $168,125 | 13,747 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $212,546 | 13,695 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $182,084 | 12,523 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $164,568 | 10,913 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $165,644 | 11,276 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||