Position in MITT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$315,331
-$47,288 QoQ
Shares Held
43,137
+1.4% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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 Mar 31, 2026LPL Financial LLC holds $142,096,779 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.
|
5,752,000 | $57,692,560 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,346,409 | $28,476,550 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
719,771 | $12,394,456 | |
| 4 | RITM |
Rithm Capital Corp.
|
801,003 | $7,593,508 | |
| 5 | DX |
Dynex Capital Inc
|
452,294 | $5,771,271 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
565,949 | $4,363,466 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
192,560 | $3,687,524 | |
| 8 | MFA |
Mfa Financial, Inc.
|
384,655 | $3,684,994 |
All Filings in MITT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||