Position in EFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$197,984
+$63,617 QoQ
Shares Held
14,547
+28.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#142
of 245 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in EFC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $17,623,398 across 17 REIT - Mortgage names. EFC ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
178,755 | $2,928,006 | |
| 2 | RITM |
Rithm Capital Corp.
|
243,339 | $2,284,953 | |
| 3 | BXMT |
Blackstone Mortgage Trust, Inc.
|
127,059 | $2,153,650 | |
| 4 | PMT |
PennyMac Mortgage Investment Trust
|
146,387 | $1,651,245 | |
| 5 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
152,719 | $1,637,147 | |
| 6 | MFA |
Mfa Financial, Inc.
|
158,274 | $1,533,675 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
193,190 | $1,321,419 | |
| 8 | AGNC |
AGNC Investment Corp.
|
117,933 | $1,285,469 |
All Filings in EFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,984 | 14,547 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $134,367 | 11,339 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $149,244 | 10,990 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $140,742 | 10,843 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $139,161 | 10,713 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $143,075 | 10,790 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $140,301 | 11,576 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||