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Equibles

WELLS FARGO & COMPANY/MN

Position in TWO-PC — Two Harbors Investment Corp.

CIK 72971 SAN FRANCISCO, CA
Back to TWO-PC Full portfolio

Position in TWO-PC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,559,320
+$1,243,021 QoQ
Shares Held
102,578
+93.2% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 233 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in TWO-PC Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

WELLS FARGO & COMPANY/MN holds $191,738,182 across 39 REIT - Mortgage names. TWO-PC ranks #9 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STWD
Starwood Property Trust, Inc.
 2,707,449 $44,348,012
2 NLY
Annaly Capital Management Inc
 1,610,178 $36,003,579
3 AGNC
AGNC Investment Corp.
 2,778,570 $30,286,412
4 RITM
Rithm Capital Corp.
 2,374,523 $22,296,769
5 BXMT
Blackstone Mortgage Trust, Inc.
 1,129,263 $19,141,006
6 ARI
Apollo Commercial Real Estate Finance, Inc.
 489,217 $5,224,836
7 KREF
KKR Real Estate Finance Trust Inc.
 557,842 $3,815,638
8 DX
Dynex Capital Inc
 257,426 $3,374,853

All Filings in TWO-PC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,559,320 102,578
2026-03-31 $1,316,299 53,098
2025-12-31 $3,408,278 137,987
2025-09-30 $2,486,020 103,283
2025-06-30 $2,076,638 88,180
2025-03-31 $2,463,284 98,374
2024-12-31 $2,226,185 90,129
2024-09-30 $1,707,652 69,276
2024-06-30 $1,708,860 70,966
2024-03-31 $1,352,603 59,195
2023-12-31 $1,066,987 47,740
2023-09-30 $862,943 41,034
2023-06-30 $1,948,146 101,731
2023-03-31 $1,582,871 76,283
2022-12-31 $1,297,199 69,332
2022-09-30 — 287,626
2022-06-30 — 363,483
2022-03-31 — 804,558
2021-12-31 — 994,212
2021-09-30 — 13,763,472
2021-06-30 — 10,090,688
2021-03-31 — 9,826,101
2020-12-31 — 8,623,911
2020-09-30 — 9,620,432
2020-06-30 — 7,727,394
2020-03-31 — 4,282,014