Position in CIM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$341,272
-$1,149 QoQ
Shares Held
27,193
-1.3% QoQ
Ownership
0.033%
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.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Cetera Investment Advisers holds $80,848,821 across 26 REIT - Mortgage names. CIM ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,396,384 | $29,533,521 | |
| 2 | RITM |
Rithm Capital Corp.
|
1,447,552 | $13,722,792 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
764,957 | $13,172,559 | |
| 4 | AGNC |
AGNC Investment Corp.
|
1,157,316 | $11,607,879 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
431,038 | $3,030,197 | |
| 6 | IVR |
Invesco Mortgage Capital Inc.
|
222,127 | $1,794,786 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
59,665 | $1,142,584 | |
| 8 | DX |
Dynex Capital Inc
|
85,519 | $1,091,222 |
All Filings in CIM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,272 | 27,193 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $342,421 | 27,548 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $381,965 | 28,893 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $276,373 | 19,926 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $240,985 | 18,783 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $235,984 | 16,856 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $269,711 | 17,038 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $280,089 | 21,882 | Shares | Sole | 2024-08-22 | |
| No filing history on record for this holder in this stock. | ||||||