Position in LOAN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$222,500
-$225,913 QoQ
Shares Held
50,000
-48.2% QoQ
Ownership
0.438%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOAN Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Focus Partners Wealth holds $63,253,336 across 14 REIT - Mortgage names. LOAN ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
2,976,473 | $29,854,024 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
618,591 | $10,652,137 | |
| 3 | LADR |
Ladder Capital Corp
|
689,266 | $6,734,128 | |
| 4 | TRTX |
TPG RE Finance Trust, Inc.
|
474,610 | $3,706,704 | |
| 5 | RITM |
Rithm Capital Corp.
|
351,660 | $3,333,736 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
164,927 | $3,158,352 | |
| 7 | ACRE |
Ares Commercial Real Estate Corp
|
586,592 | $2,815,641 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
249,768 | $1,398,700 |
All Filings in LOAN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,500 | 50,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $448,413 | 96,433 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||