Position in LOAN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$136,535
-$24,699 QoQ
Shares Held
30,207
-12.9% QoQ
Ownership
0.264%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#21
of 44 holders
Holding Since
Sep 2024
5 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, 2026Gen-Wealth Partners Inc holds $223,143 across 6 REIT - Mortgage names. LOAN ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOAN |
Manhattan Bridge Capital, Inc
This page
|
30,207 | $136,535 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,290 | $28,844 | |
| 3 | AGNC |
AGNC Investment Corp.
|
2,355 | $25,669 | |
| 4 | FBRT |
Franklin BSP Realty Trust, Inc.
|
2,592 | $21,098 | |
| 5 | BRSP |
BrightSpire Capital, Inc.
|
1,313 | $7,155 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
709 | $3,842 |
All Filings in LOAN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,535 | 30,207 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $161,234 | 34,674 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $219,414 | 37,126 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $38,740 | 38,740 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $205,221 | 36,844 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||