Position in REFI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,354
-$5,928 QoQ
Shares Held
738
-36.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
11 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in REFI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026CWM, LLC holds $7,875,044 across 36 REIT - Mortgage names. REFI ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFA |
Mfa Financial, Inc.
|
156,855 | $1,502,670 | |
| 2 | NLY |
Annaly Capital Management Inc
|
68,933 | $1,457,932 | |
| 3 | AGNC |
AGNC Investment Corp.
|
112,630 | $1,129,678 | |
| 4 | ARR |
Armour Residential REIT, Inc.
|
30,460 | $508,072 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
22,963 | $395,422 | |
| 6 | TRTX |
TPG RE Finance Trust, Inc.
|
50,125 | $391,476 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
15,522 | $297,246 | |
| 8 | RITM |
Rithm Capital Corp.
|
28,077 | $266,169 |
All Filings in REFI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,354 | 738 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,282 | 1,165 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $27,626 | 2,160 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $16,821 | 1,205 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,116 | 212 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,729 | 177 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,946 | 190 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1 | 41 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,267 | 334 | Shares | Sole | 2024-04-05 | |
| 2022-12-31 | $3,104 | 206 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,968 | 206 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||