Position in LDI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$460,179
-$838,355 QoQ
Shares Held
368,145
-59.7% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 130 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LDI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $532,575,883 across 12 Mortgage Finance names. LDI ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
28,542,001 | $449,536,509 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
341,593 | $29,752,748 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
541,414 | $29,615,342 | |
| 4 | UWMC |
UWM Holdings Corp
|
4,805,724 | $11,005,104 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
130,300 | $3,583,249 | |
| 6 | ONIT |
Onity Group Inc.
|
86,938 | $3,455,783 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
557,470 | $3,233,324 | |
| 8 | VEL |
Velocity Financial, Inc.
|
102,530 | $1,892,700 |
All Filings in LDI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,179 | 368,145 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,298,534 | 914,463 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $644,021 | 311,123 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,218,010 | 396,747 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $259,321 | 204,192 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $73,418 | 61,698 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $89,902 | 44,071 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $103,394 | 37,874 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $298,612 | 180,978 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $264,074 | 101,960 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $369,683 | 105,024 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $114,811 | 66,752 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $177,807 | 83,873 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $122,783 | 76,264 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $126,056 | 76,399 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $188,402 | 142,730 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $256,462 | 178,100 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $531,348 | 128,036 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $812,643 | 169,301 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $709,664 | 104,825 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $87,700 | 6,825 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,050,538 | 52,685 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||