Position in AOMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,369,416
+$585,731 QoQ
Shares Held
150,817
+58.2% QoQ
Ownership
0.650%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 81 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in AOMR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026UBS Group AG holds $686,674,233 across 39 REIT - Mortgage names. AOMR ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
27,313,853 | $297,720,996 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
4,555,253 | $77,211,536 | |
| 3 | RITM |
Rithm Capital Corp.
|
5,435,377 | $51,038,189 | |
| 4 | NLY |
Annaly Capital Management Inc
|
2,018,564 | $45,135,089 | |
| 5 | KREF |
KKR Real Estate Finance Trust Inc.
|
3,641,056 | $24,904,822 | |
| 6 | TWO-PC |
Two Harbors Investment Corp.
|
964,744 | $24,070,362 | |
| 7 | STWD |
Starwood Property Trust, Inc.
|
1,389,366 | $22,757,813 | |
| 8 | RC |
Ready Capital Corp
|
11,361,883 | $19,883,295 |
All Filings in AOMR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,416 | 150,817 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $783,685 | 95,339 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,106,332 | 128,494 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $519,172 | 55,408 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $216,706 | 23,005 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $706,754 | 74,161 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $494,289 | 53,264 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $266,476 | 25,549 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $312,565 | 23,860 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $394,404 | 36,723 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $397,425 | 37,493 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $340,884 | 39,963 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $389,891 | 47,317 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $329,835 | 45,183 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $233,377 | 49,340 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $732,409 | 61,136 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $951,094 | 73,387 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,396,901 | 85,125 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,360,685 | 83,070 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,587,868 | 152,857 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $166,941 | 9,342 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||