Position in CIM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$664,572
+$32,266 QoQ
Shares Held
49,818
-1.1% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 194 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CIM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $34,665,877 across 20 REIT - Mortgage names. CIM ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
1,017,021 | $11,085,528 | |
| 2 | NLY |
Annaly Capital Management Inc
|
426,970 | $9,547,049 | |
| 3 | RITM |
Rithm Capital Corp.
|
329,555 | $3,094,521 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
135,550 | $2,220,309 | |
| 5 | DX |
Dynex Capital Inc
|
126,690 | $1,660,905 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
266,570 | $1,444,809 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
63,096 | $1,069,477 | |
| 8 | ORC |
Orchid Island Capital, Inc.
|
95,412 | $665,021 |
All Filings in CIM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,572 | 49,818 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $632,306 | 50,383 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $613,544 | 49,360 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $701,162 | 53,038 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $744,943 | 53,709 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $655,920 | 51,124 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $688,044 | 49,146 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,063,364 | 67,174 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $916,889 | 71,632 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,004,731 | 217,946 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,163,054 | 233,077 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,222,674 | 223,933 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,313,886 | 227,710 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,278,943 | 226,763 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $775,582 | 141,015 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $915,786 | 175,438 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,478,276 | 167,605 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,972,982 | 163,869 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,356,777 | 156,285 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,291,681 | 154,322 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,328,818 | 154,636 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,095,093 | 164,968 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,732,844 | 169,058 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,725,853 | 210,470 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,737,142 | 180,764 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,529,709 | 168,100 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||