Position in EFC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,247,823
+$1,070,504 QoQ
Shares Held
606,012
+0.1% QoQ
Ownership
0.470%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 245 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EFC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $133,237,132 across 13 REIT - Mortgage names. EFC ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,679,569 | $37,555,162 | |
| 2 | RITM |
Rithm Capital Corp.
|
2,692,907 | $25,286,396 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
791,268 | $12,960,969 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
755,358 | $12,803,317 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
599,580 | $10,462,670 | |
| 6 | EFC |
Ellington Financial Inc.
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|
606,012 | $8,247,823 | |
| 7 | TWO-PC |
Two Harbors Investment Corp.
|
507,717 | $6,300,767 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
929,675 | $5,038,837 |
All Filings in EFC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,247,823 | 606,012 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $7,177,319 | 605,681 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $6,940,139 | 511,056 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $6,253,997 | 481,818 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $6,085,567 | 468,481 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,984,065 | 451,287 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $5,324,460 | 439,312 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $5,278,132 | 409,475 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $5,064,527 | 419,249 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $4,855,811 | 411,161 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $5,194,919 | 408,727 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $4,566,164 | 366,172 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $5,004,348 | 362,634 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $4,660,971 | 381,734 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $4,339,952 | 350,845 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,995,520 | 351,409 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $5,141,819 | 350,499 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,404,537 | 360,819 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $6,214,761 | 363,649 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $5,947,981 | 325,204 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $5,796,896 | 302,710 | Shares | Defined | 2021-08-10 | |
| 2020-09-30 | $1,910,904 | 155,865 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $985,420 | 83,652 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $337,717 | 59,145 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||