Position in TWO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$133,828
-$36,048 QoQ
Shares Held
11,719
-3.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TWO Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026AE Wealth Management LLC holds $3,214,603 across 7 REIT - Mortgage names. TWO ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
112,824 | $2,386,203 | |
| 2 | AGNC |
AGNC Investment Corp.
|
20,076 | $201,360 | |
| 3 | ACRE |
Ares Commercial Real Estate Corp
|
30,962 | $148,608 | |
| 4 | SEVN |
Seven Hills Realty Trust
|
17,432 | $143,279 | |
| 5 | TWO |
Two Harbors Investment Corp.
This page
|
11,719 | $133,828 | |
| 6 | RITM |
Rithm Capital Corp.
|
12,010 | $113,854 | |
| 7 | FBRT |
Franklin BSP Realty Trust, Inc.
|
10,303 | $87,471 |
All Filings in TWO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||