ADAGE CAPITAL PARTNERS GP, L.L.C.

Position in TWO-PC — Two Harbors Investment Corp.

CIK 1165408 Boston, MA

Position in TWO-PC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$20,057,230

+$2,704,230 QoQ

Shares Held

803,897

+14.8% QoQ

Ownership

0.765%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#26

of 233 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

ADAGE CAPITAL PARTNERS GP, L.L.C. holds $44,431,230 across 3 REIT - Mortgage names. TWO-PC ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWO-PC	Two Harbors Investment Corp. This page	803,897	$20,057,230
2	LADR	Ladder Capital Corp	1,750,000	$17,412,500
3	STWD	Starwood Property Trust, Inc.	425,000	$6,961,500

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,057,230	803,897	+14.8%	Shares	Sole	2026-08-14
2026-03-31	$17,353,000	700,000	+180.0%	Shares	Sole	2026-05-15
2025-12-31	$6,175,000	250,000	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.