Ascentis Wealth Management, LLC

Position in CIM — Chimera Investment Corp

CIK 2032602 DALLAS, TX

Position in CIM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,360

+$520 QoQ

Shares Held

102

+52.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#43

of 49 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $17,128,933 across 5 REIT - Mortgage names. CIM ranks #4 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVR	Invesco Mortgage Capital Inc.	1,295,330	$10,233,107
2	ARR	Armour Residential REIT, Inc.	395,000	$6,892,750
3	NLY	Annaly Capital Management Inc	67	$1,498
4	CIM	Chimera Investment Corp This page	102	$1,360
5	AGNC	AGNC Investment Corp.	20	$218

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,360	102	+52.2%	Shares	Sole	2026-07-28
2026-03-31	$840	67	0.0%	Shares	Sole	2026-04-28
2025-12-31	$832	67	0.0%	Shares	Sole	2026-01-14
2025-09-30	$885	67	0.0%	Shares	Sole	2025-10-24
2025-06-30	$929	67	0.0%	Shares	Sole	2025-07-16
2025-03-31	$859	67	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.