Position in LFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$30,699
-$385,209 QoQ
Shares Held
24,367
-91.7% QoQ
Ownership
0.046%
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 90%
Shared 0%
None 10%
Common Shares in LFT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $669,025,590 across 39 REIT - Mortgage names. LFT ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
6,475,806 | $136,963,289 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
7,425,251 | $127,862,818 | |
| 3 | AGNC |
AGNC Investment Corp.
|
7,271,796 | $72,936,109 | |
| 4 | RITM |
Rithm Capital Corp.
|
6,505,513 | $61,672,258 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,237,827 | $42,854,383 | |
| 6 | AOMR |
Angel Oak Mortgage REIT, Inc.
|
5,172,061 | $42,514,341 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
1,201,183 | $20,035,729 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
1,780,963 | $18,806,964 |
All Filings in LFT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,699 | 24,367 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $415,908 | 294,973 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $118,401 | 58,616 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $266,168 | 120,439 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $118,376 | 45,356 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,889 | 3,446 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $7,222 | 2,855 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $8,075 | 3,365 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $15,833 | 6,359 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $14,549 | 6,245 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $12,984 | 6,243 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $11,861 | 6,243 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $71,174 | 35,235 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $68,574 | 36,092 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $77,958 | 36,092 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $89,375 | 37,553 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $97,012 | 35,406 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,843 | 1,001 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,883 | 981 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,022 | 1,193 | Shares | Defined | 2021-08-23 | |
| 2020-12-31 | $89,732 | 27,441 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||