Position in TWO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,278,640
+$97,128 QoQ
Shares Held
111,965
-0.5% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Common Shares in TWO Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Simplicity Wealth,LLC holds $6,706,046 across 4 REIT - Mortgage names. TWO ranks #4 (19.1% of the industry book) .
All Filings in TWO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,278,640 | 111,965 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,181,512 | 112,525 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $953,550 | 96,611 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $2,246,069 | 168,119 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||