Position in CIM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,815,917
+$3,107,576 QoQ
Shares Held
543,101
+82.0% QoQ
Ownership
0.649%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $156,039,566 across 14 REIT - Mortgage names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,955,084 | $43,715,678 | |
| 2 | AGNC |
AGNC Investment Corp.
|
2,936,162 | $32,004,165 | |
| 3 | RITM |
Rithm Capital Corp.
|
2,833,824 | $26,609,607 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
783,805 | $8,371,036 | |
| 5 | PMT |
PennyMac Mortgage Investment Trust
|
635,796 | $7,171,778 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
392,154 | $6,843,087 | |
| 7 | MFA |
Mfa Financial, Inc.
|
687,912 | $6,665,867 | |
| 8 | STWD |
Starwood Property Trust, Inc.
|
363,130 | $5,948,069 |
All Filings in CIM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,815,917 | 543,101 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,708,341 | 298,338 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,294,172 | 249,181 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,664,578 | 264,209 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,812,075 | 297,122 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,730,580 | 266,470 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,800,241 | 303,237 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,106,931 | 242,729 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,984,584 | 864,335 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $713,390 | 142,964 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $380,250 | 69,643 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $355,910 | 61,683 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,075,401 | 190,674 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $777,661 | 141,393 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,851,424 | 354,679 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,862,829 | 1,004,856 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,047,619 | 336,181 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $9,502,450 | 630,136 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $10,923,377 | 735,581 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,813,320 | 718,016 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $1,950,948 | 153,618 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,069,710 | 201,923 | Shares | Sole | 2021-02-02 | |
| 2020-06-30 | $7,786,146 | 810,213 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $4,645,349 | 510,478 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||