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Equibles

YOUSIF CAPITAL MANAGEMENT, LLC

Position in TWO-PC — Two Harbors Investment Corp.

CIK 1858789 BLOOMFIELD HILLS, MI
Back to TWO-PC Full portfolio

Position in TWO-PC

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$693,335
+$3,182 QoQ
Shares Held
27,789
-0.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#93
of 233 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 22% Shared 0% None 78%

Common Shares in TWO-PC Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

YOUSIF CAPITAL MANAGEMENT, LLC holds $12,612,765 across 13 REIT - Mortgage names. TWO-PC ranks #5 (5.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NLY
Annaly Capital Management Inc
 232,540 $5,199,594
2 STWD
Starwood Property Trust, Inc.
 110,750 $1,814,085
3 RITM
Rithm Capital Corp.
 161,043 $1,512,193
4 BXMT
Blackstone Mortgage Trust, Inc.
 42,013 $712,120
5 TWO-PC
Two Harbors Investment Corp.
This page 		27,789 $693,335
6 AGNC
AGNC Investment Corp.
 55,711 $607,249
7 ARR
Armour Residential REIT, Inc.
 31,701 $553,182
8 EFC
Ellington Financial Inc.
 33,212 $452,015

All Filings in TWO-PC

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $693,335 27,789
2026-03-31 $690,153 27,840
2025-12-31 $687,524 27,835
2025-09-30 $771,347 32,046
2025-06-30 $911,220 38,693
2025-03-31 $968,872 38,693
2024-12-31 $970,734 39,301
2024-09-30 $992,039 40,245
2024-06-30 $996,574 41,386
2024-03-31 $1,056,881 46,253
2023-12-31 $1,307,609 58,506
2023-09-30 $1,002,373 47,664
2023-06-30 $987,125 51,547
2023-03-31 $1,122,305 54,087
2022-12-31 $1,028,432 54,967
2022-09-30 — 277,786
2022-06-30 — 281,247
2022-03-31 — 315,567
2021-12-31 — 313,140