Skip to main content
Equibles

Independent Advisor Alliance

Position in MFA — Mfa Financial, Inc.

CIK 1696899 CHARLOTTE, NC
Back to MFA Full portfolio

Position in MFA

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,258,825
-$5,981 QoQ
Shares Held
233,109
-1.4% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#34
of 213 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MFA Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $9,911,533 across 5 REIT - Mortgage names. MFA ranks #2 (22.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SEVN
Seven Hills Realty Trust
 336,118 $2,833,474
2 MFA
Mfa Financial, Inc.
This page 		233,109 $2,258,825
3 RITM
Rithm Capital Corp.
 229,761 $2,157,455
4 NLY
Annaly Capital Management Inc
 64,858 $1,450,224
5 AGNC
AGNC Investment Corp.
 111,152 $1,211,555

All Filings in MFA

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,258,825 233,109
2026-03-31 $2,264,806 236,410
2025-12-31 $2,097,514 225,297
2025-09-30 $1,868,703 203,341
2025-06-30 $1,835,173 193,993
2025-03-31 $1,934,204 188,519
2024-12-31 $1,774,924 174,183
2024-09-30 $2,200,038 172,959
2024-06-30 $1,926,393 181,052
2024-03-31 $1,923,748 168,602
2023-12-31 $1,538,614 136,523
2023-09-30 $1,065,345 110,858
2023-06-30 $819,440 72,904
2023-03-31 $661,287 66,662
2022-12-31 $595,284 60,435
2022-09-30 $544,872 70,035
2022-06-30 $717,508 66,745
2022-03-31 $1,601,876 397,488
2021-12-31 $2,752,461 603,610
2021-09-30 $2,722,262 595,681
2021-06-30 $2,734,276 595,703
2021-03-31 $2,343,131 575,708
2020-12-31 $1,935,531 497,566
2020-09-30 $1,054,714 393,550
2020-06-30 $731,811 293,900