Position in LFT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$43,640
-$3,375 QoQ
Shares Held
34,636
+3.9% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in LFT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Invesco Ltd. holds $511,262,926 across 33 REIT - Mortgage names. LFT ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
6,754,505 | $142,857,777 | |
| 2 | ARR |
Armour Residential REIT, Inc.
|
1,799,174 | $30,010,219 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
1,606,897 | $27,670,763 | |
| 4 | PMT |
PennyMac Mortgage Investment Trust
|
2,194,497 | $25,587,832 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
1,322,372 | $25,323,421 | |
| 6 | ADAM |
Adamas Trust, Inc.
|
3,170,045 | $23,331,530 | |
| 7 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
2,170,664 | $22,922,210 | |
| 8 | AGNC |
AGNC Investment Corp.
|
2,256,002 | $22,627,697 |
All Filings in LFT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,640 | 34,636 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $47,015 | 33,345 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $61,540 | 30,466 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $63,482 | 28,725 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||