Position in EFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,246
+$1,376 QoQ
Shares Held
459
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 245 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $914,223 across 17 REIT - Mortgage names. EFC ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
28,249 | $462,718 | |
| 2 | NLY |
Annaly Capital Management Inc
|
8,442 | $188,763 | |
| 3 | AGNC |
AGNC Investment Corp.
|
5,239 | $57,105 | |
| 4 | RITM |
Rithm Capital Corp.
|
5,272 | $49,504 | |
| 5 | DX |
Dynex Capital Inc
|
3,500 | $45,885 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,085 | $35,340 | |
| 7 | MFA |
Mfa Financial, Inc.
|
1,950 | $18,895 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
1,008 | $10,765 |
All Filings in EFC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,246 | 459 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,870 | 411 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,609 | 634 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,971 | 383 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,481 | 268 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,555 | 419 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,369 | 278 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,583 | 278 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,546 | 128 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $401 | 34 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||