Position in SEVN
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$82
+$47 QoQ
Shares Held
10
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 90 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SEVN Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026IFP Advisors, Inc holds $1,435,661 across 34 REIT - Mortgage names. SEVN ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
27,920 | $590,508 | |
| 2 | AGNC |
AGNC Investment Corp.
|
24,417 | $244,902 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
8,010 | $137,932 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
5,573 | $106,722 | |
| 5 | RITM |
Rithm Capital Corp.
|
10,451 | $99,075 | |
| 6 | CIM |
Chimera Investment Corp
|
6,826 | $85,666 | |
| 7 | BRSP |
BrightSpire Capital, Inc.
|
11,478 | $64,276 | |
| 8 | MFA |
Mfa Financial, Inc.
|
2,872 | $27,513 |
All Filings in SEVN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82 | 10 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $35 | 4 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $113 | 11 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $289 | 24 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $0 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||