Position in EFC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$425,421
-$54,729 QoQ
Shares Held
31,258
-22.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 245 holders
Holding Since
Mar 2020
11 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, 2026STIFEL FINANCIAL CORP holds $45,459,448 across 18 REIT - Mortgage names. EFC ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
1,465,104 | $15,969,633 | |
| 2 | NLY |
Annaly Capital Management Inc
|
423,650 | $9,472,813 | |
| 3 | RITM |
Rithm Capital Corp.
|
734,390 | $6,895,920 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
360,043 | $5,897,503 | |
| 5 | MFA |
Mfa Financial, Inc.
|
142,020 | $1,376,173 | |
| 6 | RWT |
Redwood Trust Inc
|
186,112 | $882,170 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
118,200 | $808,488 | |
| 8 | DX |
Dynex Capital Inc
|
57,135 | $749,039 |
All Filings in EFC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,421 | 31,258 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $480,150 | 40,519 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $230,588 | 16,980 | Shares | Defined | 2026-02-13 | |
| 2022-06-30 | $1,261,179 | 85,970 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,504,649 | 84,769 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $994,091 | 58,168 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $209,566 | 11,458 | Shares | Defined | 2021-11-15 | |
| 2020-12-31 | $184,149 | 12,409 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $206,715 | 16,861 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $230,428 | 19,561 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $96,179 | 16,844 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||