Position in LOAN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,068
+$508 QoQ
Shares Held
900
+12.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 11 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Triumph Capital Management holds $3,456,201 across 20 REIT - Mortgage names. LOAN ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
80,902 | $1,808,968 | |
| 2 | AGNC |
AGNC Investment Corp.
|
72,006 | $784,865 | |
| 3 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
51,953 | $554,858 | |
| 4 | FBRT |
Franklin BSP Realty Trust, Inc.
|
14,100 | $114,774 | |
| 5 | BRSP |
BrightSpire Capital, Inc.
|
11,150 | $60,767 | |
| 6 | DX |
Dynex Capital Inc
|
2,568 | $33,666 | |
| 7 | TWO |
Two Harbors Investment Corp.
|
2,379 | $29,523 | |
| 8 | ACRE |
Ares Commercial Real Estate Corp
|
5,248 | $23,616 |
All Filings in LOAN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,068 | 900 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,560 | 800 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,720 | 800 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||