Position in LOAN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$95,760
+$1,483 QoQ
Shares Held
21,186
0.0% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 44 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026NewEdge Advisors, LLC holds $13,171,737 across 16 REIT - Mortgage names. LOAN ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXMT |
Blackstone Mortgage Trust, Inc.
|
310,329 | $5,260,076 | |
| 2 | NLY |
Annaly Capital Management Inc
|
92,164 | $2,060,787 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
125,301 | $2,052,430 | |
| 4 | AGNC |
AGNC Investment Corp.
|
144,788 | $1,578,189 | |
| 5 | RITM |
Rithm Capital Corp.
|
150,132 | $1,409,739 | |
| 6 | DX |
Dynex Capital Inc
|
22,406 | $293,742 | |
| 7 | MITT |
TPG Mortgage Investment Trust, Inc.
|
26,869 | $212,802 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
5,861 | $102,274 |
All Filings in LOAN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,760 | 21,186 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $94,277 | 21,186 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $98,514 | 21,186 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $125,918 | 22,936 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $119,803 | 21,902 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $130,664 | 22,109 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $157,214 | 28,074 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $121,754 | 21,859 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $99,644 | 19,386 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $98,098 | 19,387 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $140,839 | 28,338 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $93,052 | 19,386 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $97,899 | 19,386 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $100,419 | 19,386 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $103,327 | 19,386 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $109,337 | 19,386 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $108,561 | 19,386 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $123,101 | 19,386 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $106,623 | 19,386 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $140,120 | 20,606 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $161,757 | 20,606 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $82,655 | 13,550 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $70,595 | 13,550 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $54,718 | 12,550 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $62,211 | 13,350 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $54,601 | 13,350 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||