Position in SUNS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$81,006
-$24,494 QoQ
Shares Held
10,254
+1.0% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 71 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUNS Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Cetera Investment Advisers holds $73,841,130 across 27 REIT - Mortgage names. SUNS ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,478,727 | $33,064,335 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,237,584 | $13,489,665 | |
| 3 | ARR |
Armour Residential REIT, Inc.
|
375,928 | $6,559,943 | |
| 4 | RITM |
Rithm Capital Corp.
|
521,069 | $4,892,837 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
473,000 | $3,296,810 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
150,599 | $2,466,811 | |
| 7 | IVR |
Invesco Mortgage Capital Inc.
|
247,749 | $1,957,217 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
76,685 | $1,299,810 |
All Filings in SUNS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,006 | 10,254 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $105,500 | 10,154 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||