EverSource Wealth Advisors, LLC
Position in TWO-PC — Two Harbors Investment Corp.
CIK 1710537
BIRMINGHAM, AL
Position in TWO-PC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,143
-$3,988 QoQ
Shares Held
576
-40.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 228 holders
Holding Since
Dec 2021
17 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, 2026EverSource Wealth Advisors, LLC holds $943,940 across 36 REIT - Mortgage names. TWO-PC ranks #20 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
7,101 | $158,775 | |
| 2 | AGNC |
AGNC Investment Corp.
|
12,944 | $141,086 | |
| 3 | BRSP |
BrightSpire Capital, Inc.
|
20,866 | $113,718 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
9,323 | $99,566 | |
| 5 | DX |
Dynex Capital Inc
|
6,348 | $83,219 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
3,566 | $58,408 | |
| 7 | RITM |
Rithm Capital Corp.
|
4,284 | $40,224 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
2,253 | $39,314 |
All Filings in TWO-PC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,143 | 576 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,131 | 975 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,362 | 606 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,768 | 1,395 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,290 | 770 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,911 | 667 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,955 | 419 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,718 | 340 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,170 | 240 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,441 | 411 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $3,440 | 247 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-11-03 | |
| 2023-03-31 | $11,591 | 788 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,090 | 196 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $17,006 | 3,415 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,266 | 1,495 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,017 | 1,043 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||