Position in CIM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,736,392
+$202,717 QoQ
Shares Held
138,358
+12.1% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.8044348718541754.ToString("F0")%
Shared 0.ToString("F0")%
None 99.19556512814583.ToString("F0")%
Common Shares in CIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $142,096,779 across 30 REIT - Mortgage names. CIM ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,752,000 | $57,692,560 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,346,409 | $28,476,550 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
719,771 | $12,394,456 | |
| 4 | RITM |
Rithm Capital Corp.
|
801,003 | $7,593,508 | |
| 5 | DX |
Dynex Capital Inc
|
452,294 | $5,771,271 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
565,949 | $4,363,466 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
192,560 | $3,687,524 | |
| 8 | MFA |
Mfa Financial, Inc.
|
384,655 | $3,684,994 |
All Filings in CIM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||