Position in TWO-PC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$183,093
+$49,265 QoQ
Shares Held
14,754
+25.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#130
of 228 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TWO-PC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026AE Wealth Management LLC holds $3,799,647 across 7 REIT - Mortgage names. TWO-PC ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
130,009 | $2,906,979 | |
| 2 | AGNC |
AGNC Investment Corp.
|
19,216 | $209,454 | |
| 3 | TWO-PC |
Two Harbors Investment Corp.
This page
|
14,754 | $183,093 | |
| 4 | ACRE |
Ares Commercial Real Estate Corp
|
34,811 | $156,640 | |
| 5 | SEVN |
Seven Hills Realty Trust
|
18,578 | $156,596 | |
| 6 | RITM |
Rithm Capital Corp.
|
10,544 | $99,007 | |
| 7 | FBRT |
Franklin BSP Realty Trust, Inc.
|
10,796 | $87,878 |
All Filings in TWO-PC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,093 | 14,754 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $133,828 | 11,719 | Shares | Sole | 2026-05-13 | |
| 2023-12-31 | $169,876 | 12,195 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $225,344 | 17,020 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $220,789 | 15,907 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $232,947 | 15,836 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $238,915 | 15,150 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $200,627 | 60,430 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $302,191 | 60,681 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $340,592 | 61,590 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $412,012 | 71,406 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $418,065 | 65,941 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $139,776 | 18,489 | Shares | Sole | 2021-07-21 | |
| 2020-06-30 | $220,812 | 43,812 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $78,806 | 20,684 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||