Position in LFT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$21,729
-$50,420 QoQ
Shares Held
17,246
-66.3% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LFT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $169,482,578 across 39 REIT - Mortgage names. LFT ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
2,721,506 | $46,864,331 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,552,046 | $32,825,771 | |
| 3 | AGNC |
AGNC Investment Corp.
|
2,685,136 | $26,931,911 | |
| 4 | RITM |
Rithm Capital Corp.
|
2,152,880 | $20,409,300 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
1,045,849 | $20,028,007 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
219,307 | $2,315,881 | |
| 7 | DX |
Dynex Capital Inc
|
148,767 | $1,898,266 | |
| 8 | AOMR |
Angel Oak Mortgage REIT, Inc.
|
211,297 | $1,736,860 |
All Filings in LFT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,729 | 17,246 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $72,149 | 51,170 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $70,681 | 34,991 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $64,721 | 29,286 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2 | 1 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,082 | 807 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $488 | 193 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,060 | 4,192 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $16,476 | 6,617 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $15,402 | 6,611 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,033 | 497 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $934 | 492 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $970 | 481 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $907 | 478 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,012 | 469 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $1,186 | 433 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $441 | 115 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $458 | 116 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $513 | 122 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $434 | 123 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $402 | 123 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||