Position in LOAN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$179,134
+$113,431 QoQ
Shares Held
40,255
+184.9% QoQ
Ownership
0.352%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026MORGAN STANLEY holds $669,025,590 across 39 REIT - Mortgage names. LOAN ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
6,475,806 | $136,963,289 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
7,425,251 | $127,862,818 | |
| 3 | AGNC |
AGNC Investment Corp.
|
7,271,796 | $72,936,109 | |
| 4 | RITM |
Rithm Capital Corp.
|
6,505,513 | $61,672,258 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,237,827 | $42,854,383 | |
| 6 | AOMR |
Angel Oak Mortgage REIT, Inc.
|
5,172,061 | $42,514,341 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
1,201,183 | $20,035,729 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
1,780,963 | $18,806,964 |
All Filings in LOAN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,134 | 40,255 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $65,703 | 14,130 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $88,558 | 16,131 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $88,230 | 16,130 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $95,327 | 16,130 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $81,250 | 14,509 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $76,921 | 13,810 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $41,125 | 8,001 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $47,629 | 9,413 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $46,781 | 9,413 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $45,177 | 9,412 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $56,312 | 11,151 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $61,180 | 11,811 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $30,972 | 5,811 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $24,810 | 4,399 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,234 | 5,399 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $46,431 | 7,312 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $59,487 | 10,816 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $38,494 | 5,661 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $44,431 | 5,660 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $34,526 | 5,660 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $29,488 | 5,660 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $20,317 | 4,660 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $21,715 | 4,660 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $19,059 | 4,660 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||