Position in TWO-PC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$235
+$133 QoQ
Shares Held
19
+111.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#212
of 228 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TWO-PC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $2,377,899 across 36 REIT - Mortgage names. TWO-PC ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
28,559 | $638,579 | |
| 2 | AGNC |
AGNC Investment Corp.
|
57,505 | $626,804 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
60,872 | $480,888 | |
| 4 | CIM |
Chimera Investment Corp
|
10,412 | $138,896 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
7,887 | $129,189 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
6,041 | $102,394 | |
| 7 | RITM |
Rithm Capital Corp.
|
8,529 | $80,087 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
6,202 | $33,800 |
All Filings in TWO-PC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235 | 19 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $102 | 9 | Shares | Sole | 2026-04-13 | |
| 2025-06-30 | $1,756 | 0 | Shares | Sole | 2025-07-24 | |
| 2024-06-30 | $3,302 | 250 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $953 | 72 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,002 | 72 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $953 | 72 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $999 | 72 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,589 | 380 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $353,231 | 22,399 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $116,993 | 35,239 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $175,490 | 35,239 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $36,260 | 6,557 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $43,678 | 7,570 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $53,573 | 8,450 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $63,882 | 8,450 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $48,062 | 6,557 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $82,306 | 12,921 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $28,610 | 5,621 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $28,329 | 5,621 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $19,671 | 5,163 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||