Ascentis Independent Advisors

Position in TWO — Two Harbors Investment Corp.

CIK 1845003 DALLAS, TX

Position in TWO

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$1,388,477

+$623,290 QoQ

Shares Held

121,583

+66.8% QoQ

Ownership

0.116%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Ascentis Independent Advisors holds $2,351,136 across 11 REIT - Mortgage names. TWO ranks #1 (59.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWO	Two Harbors Investment Corp. This page	121,583	$1,388,477
2	TRTX	TPG RE Finance Trust, Inc.	96,974	$757,366
3	NLY	Annaly Capital Management Inc	6,864	$145,172
4	BXMT	Blackstone Mortgage Trust, Inc.	2,146	$41,095
5	EFC	Ellington Financial Inc.	880	$10,428
6	STWD	Starwood Property Trust, Inc.	136	$2,341
7	SUNS	Sunrise Realty Trust, Inc.	285	$2,185
8	GPMT	Granite Point Mortgage Trust Inc.	1,248	$1,809

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,388,477	121,583	+66.8%	Shares	Sole	2026-04-28
2025-12-31	$765,187	72,875	-13.2%	Shares	Sole	2026-01-29
2025-09-30	$828,221	83,913	-1.2%	Shares	Sole	2025-10-21
2025-06-30	$914,814	84,941	+2.0%	Shares	Sole	2025-07-14
2025-03-31	$1,112,567	83,276	-1.1%	Shares	Sole	2025-04-23
2024-12-31	$996,050	84,197	-5.2%	Shares	Sole	2025-01-24
2024-06-30	$1,173,682	88,848	+13.6%	Shares	Sole	2024-07-29
2023-12-31	$1,089,186	78,190	+2.3%	Shares	Sole	2024-02-02
2023-09-30	$1,011,853	76,424	+10.1%	Shares	Sole	2023-10-20
2023-06-30	$963,854	69,442	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.