Position in SACH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$52,964
-$3,821 QoQ
Shares Held
56,285
+0.1% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 40 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SACH 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. SACH ranks #29 (0.0% 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 SACH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,964 | 56,285 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $56,785 | 56,223 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $44,619 | 42,903 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $47,460 | 42,757 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $29,182 | 24,319 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $45,728 | 39,421 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $77,481 | 57,394 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $163,452 | 64,862 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $209,417 | 80,856 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $355,560 | 79,722 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $437,482 | 116,974 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $544,068 | 154,127 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $563,059 | 161,335 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $538,496 | 144,757 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $189,030 | 57,282 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $196,579 | 59,033 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $225,411 | 55,248 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $218,833 | 42,741 | Shares | Sole | 2022-05-16 | |
| 2020-09-30 | $65,195 | 16,422 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $48,757 | 16,472 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $28,661 | 16,472 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||