Position in TRTX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$244,617
+$157,622 QoQ
Shares Held
31,321
+208.2% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRTX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $155,029,200 across 30 REIT - Mortgage names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,999,787 | $65,397,678 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,447,269 | $32,360,934 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
918,372 | $15,042,933 | |
| 4 | RITM |
Rithm Capital Corp.
|
841,617 | $7,902,783 | |
| 5 | DX |
Dynex Capital Inc
|
530,383 | $6,953,321 | |
| 6 | MFA |
Mfa Financial, Inc.
|
402,827 | $3,903,393 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
220,984 | $3,745,678 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
287,236 | $3,067,680 |
All Filings in TRTX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,617 | 31,321 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $86,995 | 10,163 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $86,988 | 11,268 | Shares | Sole | 2025-08-12 | |
| 2022-06-30 | $241,468 | 26,800 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $493,658 | 41,800 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||