Position in LOAN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$6,158
+$1,792 QoQ
Shares Held
1,384
+47.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOAN Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026UBS Group AG holds $538,679,876 across 39 REIT - Mortgage names. LOAN ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
23,093,117 | $231,623,962 | |
| 2 | RITM |
Rithm Capital Corp.
|
5,001,144 | $47,410,843 | |
| 3 | NLY |
Annaly Capital Management Inc
|
2,212,369 | $46,791,603 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,288,199 | $43,819,010 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
1,302,321 | $22,425,966 | |
| 6 | RC |
Ready Capital Corp
|
11,286,811 | $18,284,632 | |
| 7 | TWO |
Two Harbors Investment Corp.
|
1,467,773 | $16,761,966 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
876,428 | $14,618,817 |
All Filings in LOAN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,158 | 1,384 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,366 | 939 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $5,144 | 937 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,125 | 937 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,771 | 2,838 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,881 | 336 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,255 | 764 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,999 | 389 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,532 | 2,872 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $27,479 | 5,529 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $2,489 | 493 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,391 | 1,813 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $485 | 86 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,100 | 5,018 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $21,450 | 3,378 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $42,355 | 7,701 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,757 | 1,729 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,664 | 3,142 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $2,802 | 538 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $16,873 | 3,870 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $752 | 184 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||