Position in EFC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,991,695
+$211,923 QoQ
Shares Held
219,816
-6.3% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 245 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in EFC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $335,640,128 across 30 REIT - Mortgage names. EFC ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
5,030,245 | $112,476,275 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
4,977,504 | $81,531,514 | |
| 3 | DX |
Dynex Capital Inc
|
3,347,364 | $43,883,941 | |
| 4 | ARR |
Armour Residential REIT, Inc.
|
1,619,810 | $28,265,683 | |
| 5 | RITM |
Rithm Capital Corp.
|
1,728,330 | $16,229,018 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
1,693,818 | $11,805,910 | |
| 7 | RWT |
Redwood Trust Inc
|
1,659,487 | $7,865,967 | |
| 8 | AGNC |
AGNC Investment Corp.
|
622,479 | $6,785,020 |
All Filings in EFC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,991,695 | 219,816 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,779,772 | 234,580 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,867,375 | 211,147 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,714,377 | 209,120 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,736,005 | 210,624 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,659,809 | 200,589 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,559,392 | 211,171 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,764,840 | 214,495 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,794,767 | 231,355 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,682,380 | 227,128 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,263,813 | 256,791 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,296,032 | 264,317 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,409,800 | 247,087 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,109,861 | 254,698 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $2,821,546 | 228,096 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,687,924 | 236,405 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,538,241 | 241,189 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,495,773 | 253,283 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,306,799 | 252,007 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,028,409 | 220,252 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,139,942 | 216,185 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $207,649 | 12,970 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $191,584 | 12,910 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $142,706 | 11,640 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $128,991 | 10,950 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||