Position in LOAN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$181,957
+$2,823 QoQ
Shares Held
40,256
+0.0% QoQ
Ownership
0.352%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 44 holders
Holding Since
Mar 2020
26 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, 2026MORGAN STANLEY holds $768,804,128 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
|
6,636,749 | $148,397,701 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
8,787,711 | $143,942,700 | |
| 3 | AGNC |
AGNC Investment Corp.
|
7,176,369 | $78,222,418 | |
| 4 | RITM |
Rithm Capital Corp.
|
6,471,067 | $60,763,317 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
2,754,489 | $48,065,828 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,825,447 | $47,891,323 | |
| 7 | AOMR |
Angel Oak Mortgage REIT, Inc.
|
5,172,061 | $46,962,313 | |
| 8 | TWO-PC |
Two Harbors Investment Corp.
|
863,568 | $21,546,019 |
All Filings in LOAN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,957 | 40,256 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||