Position in SUNS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$486,991
+$123,290 QoQ
Shares Held
61,645
+30.0% QoQ
Ownership
0.456%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 71 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SUNS Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $768,795,574 across 39 REIT - Mortgage names. SUNS ranks #32 (0.1% 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 | TWO-PC |
Two Harbors Investment Corp.
|
863,568 | $21,546,019 |
All Filings in SUNS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,991 | 61,645 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $363,701 | 47,419 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $280,389 | 29,734 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $281,764 | 27,119 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $355,904 | 33,576 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $317,573 | 28,688 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $342,282 | 24,310 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $380,352 | 26,432 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||