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Equibles

MORGAN STANLEY

Position in TWO-PC — Two Harbors Investment Corp.

CIK 895421 NEW YORK, NY
Back to TWO-PC Full portfolio

Position in TWO-PC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$21,546,019
-$7,602,083 QoQ
Shares Held
863,568
-26.6% QoQ
Ownership
0.822%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 233 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 89% Shared 0% None 11%

Common Shares in TWO-PC Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $768,125,366 across 39 REIT - Mortgage names. TWO-PC ranks #8 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NLY
Annaly Capital Management Inc
 6,636,749 $148,397,701
2 STWD
Starwood Property Trust, Inc.
 8,787,711 $143,942,700
3 AGNC
AGNC Investment Corp.
 7,176,369 $78,222,418
4 RITM
Rithm Capital Corp.
 6,471,067 $60,763,317
5 ARR
Armour Residential REIT, Inc.
 2,754,489 $48,065,828
6 BXMT
Blackstone Mortgage Trust, Inc.
 2,825,447 $47,891,323
7 AOMR
Angel Oak Mortgage REIT, Inc.
 5,172,061 $46,962,313
8 TWO-PC
Two Harbors Investment Corp.
This page 		863,568 $21,546,019

All Filings in TWO-PC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $21,546,019 863,568
2026-03-31 $29,148,102 1,175,801
2025-12-31 $23,439,481 948,967
2025-09-30 $16,015,405 665,368
2025-06-30 $20,146,667 855,485
2025-03-31 $24,049,114 960,428
2024-12-31 $21,090,612 853,871
2024-09-30 $26,605,060 1,079,313
2024-06-30 $27,740,613 1,152,019
2024-03-31 $29,857,884 1,306,691
2023-12-31 $40,792,211 1,825,155
2023-09-30 $19,355,501 920,376
2023-06-30 $14,752,428 770,362
2023-03-31 $17,878,633 861,621
2022-12-31 $12,896,611 689,290
2022-09-30 — 2,745,552
2022-06-30 — 3,091,931
2022-03-31 — 2,580,232
2021-12-31 — 2,675,584
2021-09-30 — 3,702,272
2021-06-30 — 2,787,919
2021-03-31 — 1,110,740
2020-12-31 — 1,116,982
2020-09-30 — 952,028
2020-06-30 — 1,285,106
2020-03-31 — 1,919,361