Position in CIM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,959,445
+$223,053 QoQ
Shares Held
146,885
+6.2% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $155,029,200 across 30 REIT - Mortgage names. CIM ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,999,787 | $65,397,678 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,447,269 | $32,360,934 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
918,372 | $15,042,933 | |
| 4 | RITM |
Rithm Capital Corp.
|
841,617 | $7,902,783 | |
| 5 | DX |
Dynex Capital Inc
|
530,383 | $6,953,321 | |
| 6 | MFA |
Mfa Financial, Inc.
|
402,827 | $3,903,393 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
220,984 | $3,745,678 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
287,236 | $3,067,680 |
All Filings in CIM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,959,445 | 146,885 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,736,392 | 138,358 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,533,675 | 123,385 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,496,213 | 113,178 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,546,241 | 111,481 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $986,703 | 76,906 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,055,838 | 75,417 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,296,556 | 81,905 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $877,760 | 68,575 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $939,697 | 203,839 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $844,547 | 169,248 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $837,061 | 153,308 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $737,832 | 127,874 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $635,244 | 112,632 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $688,148 | 125,118 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $647,687 | 124,078 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,073,870 | 121,754 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,452,722 | 120,658 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,343,854 | 155,428 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,404,957 | 161,950 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,533,799 | 168,247 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,982,558 | 156,107 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,778,928 | 173,554 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,664,944 | 203,042 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,199,709 | 228,898 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,103,483 | 231,152 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||