Position in MFA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$103,217
+$1,249 QoQ
Shares Held
10,652
+0.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#139
of 211 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MFA Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Arkadios Wealth Advisors holds $2,732,530 across 7 REIT - Mortgage names. MFA ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
86,499 | $942,839 | |
| 2 | NLY |
Annaly Capital Management Inc
|
34,187 | $764,421 | |
| 3 | FBRT |
Franklin BSP Realty Trust, Inc.
|
44,491 | $362,156 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
16,091 | $272,742 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
18,846 | $201,274 | |
| 6 | MFA |
Mfa Financial, Inc.
This page
|
10,652 | $103,217 | |
| 7 | BRSP |
BrightSpire Capital, Inc.
|
15,758 | $85,881 |
All Filings in MFA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,217 | 10,652 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $101,968 | 10,644 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $98,881 | 10,621 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $96,843 | 10,538 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $98,724 | 10,436 | Shares | Sole | 2025-08-04 | |
| 2024-06-30 | $117,763 | 11,068 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $126,285 | 11,068 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $124,736 | 11,068 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $106,363 | 11,068 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $129,271 | 11,501 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $113,941 | 11,486 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $144,726 | 14,693 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $114,179 | 14,676 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||