Position in MITT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$274,530
-$40,801 QoQ
Shares Held
34,663
-19.6% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 116 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MITT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $155,029,200 across 30 REIT - Mortgage names. MITT ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,999,787 | $65,397,678 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,447,269 | $32,360,934 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
918,372 | $15,042,933 | |
| 4 | RITM |
Rithm Capital Corp.
|
841,617 | $7,902,783 | |
| 5 | DX |
Dynex Capital Inc
|
530,383 | $6,953,321 | |
| 6 | MFA |
Mfa Financial, Inc.
|
402,827 | $3,903,393 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
220,984 | $3,745,678 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
287,236 | $3,067,680 |
All Filings in MITT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,530 | 34,663 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $315,331 | 43,137 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $362,619 | 42,561 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $285,929 | 39,493 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $220,256 | 29,173 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $168,199 | 23,041 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $69,884 | 10,509 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $70,078 | 10,554 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||