Position in LDI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,298,534
+$654,513 QoQ
Shares Held
914,463
+193.9% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 99.35503131345938.ToString("F0")%
Shared 0.ToString("F0")%
None 0.6449686865406254.ToString("F0")%
Common Shares in LDI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $380,258,702 across 12 Mortgage Finance names. LDI ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
22,593,656 | $321,959,590 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
431,640 | $19,156,180 | |
| 3 | UWMC |
UWM Holdings Corp
|
4,011,675 | $14,522,260 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
118,851 | $10,387,574 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
195,985 | $6,980,984 | |
| 6 | ONIT |
Onity Group Inc.
|
55,796 | $2,191,104 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
423,548 | $2,083,854 | |
| 8 | VEL |
Velocity Financial, Inc.
|
88,450 | $1,600,058 |
All Filings in LDI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||