Position in SUNS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$66,502
+$9,906 QoQ
Shares Held
8,418
+14.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 71 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in SUNS Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $339,417,946 across 37 REIT - Mortgage names. SUNS ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
5,961,247 | $133,293,479 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
2,337,908 | $38,294,930 | |
| 3 | RITM |
Rithm Capital Corp.
|
3,199,516 | $30,043,453 | |
| 4 | AGNC |
AGNC Investment Corp.
|
2,595,158 | $28,287,219 | |
| 5 | LADR |
Ladder Capital Corp
|
2,659,315 | $26,460,183 | |
| 6 | EFC |
Ellington Financial Inc.
|
1,480,642 | $20,151,536 | |
| 7 | PMT |
PennyMac Mortgage Investment Trust
|
1,289,962 | $14,550,770 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
1,450,079 | $7,902,928 |
All Filings in SUNS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,502 | 8,418 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $56,596 | 7,379 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $137,866 | 14,620 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $157,750 | 15,183 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $168,666 | 15,912 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $230,930 | 20,861 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $299,621 | 21,280 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $154,965 | 10,769 | Shares | Defined | 2024-12-26 | |
| No filing history on record for this holder in this stock. | ||||||