Position in SACH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,652
+$719 QoQ
Shares Held
8,132
+18.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 40 holders
Holding Since
Mar 2020
26 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, 2026MORGAN STANLEY holds $757,974,982 across 39 REIT - Mortgage names. SACH ranks #39 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
6,636,749 | $148,397,701 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
8,787,711 | $143,942,700 | |
| 3 | AGNC |
AGNC Investment Corp.
|
7,176,369 | $78,222,418 | |
| 4 | RITM |
Rithm Capital Corp.
|
6,471,067 | $60,763,317 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
2,754,489 | $48,065,828 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,825,447 | $47,891,323 | |
| 7 | AOMR |
Angel Oak Mortgage REIT, Inc.
|
5,172,061 | $46,962,313 | |
| 8 | DX |
Dynex Capital Inc
|
1,281,047 | $16,794,521 |
All Filings in SACH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,652 | 8,132 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,933 | 6,865 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,150 | 6,875 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,994 | 6,301 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $7,560 | 6,300 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,988 | 4,300 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,902 | 5,113 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $32,797 | 13,015 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $33,710 | 13,016 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $332,370 | 74,523 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $165,605 | 44,280 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $56,168 | 15,912 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $36,958 | 10,590 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $46,488 | 12,497 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $38,265 | 11,596 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $30,998 | 9,309 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $37,979 | 9,309 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $172,040 | 33,602 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $117,436 | 20,109 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $67,998 | 12,454 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $65,023 | 12,154 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $60,833 | 11,654 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $54,304 | 13,054 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $30,386 | 7,654 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $38,373 | 12,964 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $31,899 | 18,333 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||