Position in EFC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$884
-$87 QoQ
Shares Held
65
-20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#227
of 245 holders
Holding Since
Dec 2020
23 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, 2026IFP Advisors, Inc holds $2,377,899 across 36 REIT - Mortgage names. EFC ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
28,559 | $638,579 | |
| 2 | AGNC |
AGNC Investment Corp.
|
57,505 | $626,804 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
60,872 | $480,888 | |
| 4 | CIM |
Chimera Investment Corp
|
10,412 | $138,896 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
7,887 | $129,189 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
6,041 | $102,394 | |
| 7 | RITM |
Rithm Capital Corp.
|
8,529 | $80,087 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
6,202 | $33,800 |
All Filings in EFC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884 | 65 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $971 | 82 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,303 | 96 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,401 | 108 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $285 | 22 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $769 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $703 | 0 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,993 | 465 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $166,716 | 13,801 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $172,012 | 14,565 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $198,237 | 15,597 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $197,686 | 15,853 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $240,396 | 17,420 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $219,718 | 17,995 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $50 | 2,816 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $42,137 | 3,706 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $54,367 | 3,706 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $26,092 | 1,470 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $25,122 | 1,470 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $16,369 | 895 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $61,675 | 4,156 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||