Thrivent Financial for Lutherans
Position in TWO — Two Harbors Investment Corp.
CIK 314984
Minneapolis, MN
Position in TWO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$798,897
+$47,433 QoQ
Shares Held
69,956
-2.3% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TWO Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Thrivent Financial for Lutherans holds $27,555,089 across 18 REIT - Mortgage names. TWO ranks #10 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
276,196 | $5,841,544 | |
| 2 | AGNC |
AGNC Investment Corp.
|
414,076 | $4,153,181 | |
| 3 | RITM |
Rithm Capital Corp.
|
416,330 | $3,946,808 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
130,112 | $2,491,644 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
116,830 | $2,011,812 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
74,689 | $1,245,812 | |
| 7 | EFC |
Ellington Financial Inc.
|
101,303 | $1,200,440 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
112,752 | $1,190,661 |
All Filings in TWO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $798,897 | 69,956 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $751,464 | 71,568 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $741,473 | 75,124 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $823,808 | 76,491 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $1,017,430 | 76,155 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $947,772 | 80,116 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,129,471 | 81,374 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,408,631 | 182,334 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,780,849 | 210,034 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,872,532 | 206,212 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,169,113 | 239,359 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,384,775 | 243,860 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,103,649 | 346,951 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,518,973 | 159,732 | Shares | Defined | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||