Delphi Financial Group, Inc.

Position in EFC — Ellington Financial Inc.

CIK 859139 Wilmington, DE

Position in EFC

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$16,689,492

+$6,888,032 QoQ

Shares Held

1,408,396

+95.1% QoQ

Ownership

1.12%

of shares outstanding

% of Portfolio

12.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Delphi Financial Group, Inc. holds $28,984,719 across 4 REIT - Mortgage names. EFC ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EFC	Ellington Financial Inc. This page	1,408,396	$16,689,492
2	RITM	Rithm Capital Corp.	1,081,000	$10,247,880
3	ACRE	Ares Commercial Real Estate Corp	334,937	$1,607,697
4	LADR	Ladder Capital Corp	45,000	$439,650

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,689,492	1,408,396	+95.1%	Shares	Sole	2026-05-13
2025-12-31	$9,801,460	721,757	0.0%	Shares	Sole	2026-02-11
2025-09-30	$9,368,405	721,757	0.0%	Shares	Sole	2025-11-14
2025-06-30	$9,375,623	721,757	+28.9%	Shares	Sole	2025-08-13
2025-03-31	$7,426,355	560,057	+44.3%	Shares	Sole	2025-05-12
2024-12-31	$4,704,147	388,131	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.