YOUSIF CAPITAL MANAGEMENT, LLC
Position in TWO — Two Harbors Investment Corp.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in TWO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$344,861
+$26,929 QoQ
Shares Held
27,789
-0.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 42 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in TWO Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $12,264,291 across 13 REIT - Mortgage names. TWO ranks #8 (2.8% 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 | AGNC |
AGNC Investment Corp.
|
55,711 | $607,249 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
31,701 | $553,182 | |
| 7 | EFC |
Ellington Financial Inc.
|
33,212 | $452,015 | |
| 8 | TWO |
Two Harbors Investment Corp.
This page
|
27,789 | $344,861 |
All Filings in TWO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,861 | 27,789 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $317,932 | 27,840 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $292,267 | 27,835 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $316,294 | 32,046 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $416,723 | 38,693 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $516,938 | 38,693 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $464,930 | 39,301 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $558,600 | 40,245 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $546,709 | 41,386 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $612,389 | 46,253 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $814,988 | 58,506 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $631,071 | 47,664 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $715,472 | 51,547 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $795,619 | 54,087 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $866,829 | 54,967 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||