Position in TWO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,427,644
+$3,463,492 QoQ
Shares Held
1,175,801
+23.9% QoQ
Ownership
1.12%
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 92.60368038469095.ToString("F0")%
Shared 0.ToString("F0")%
None 7.396319615309054.ToString("F0")%
Common Shares in TWO Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $669,025,590 across 39 REIT - Mortgage names. TWO ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
6,475,806 | $136,963,289 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
7,425,251 | $127,862,818 | |
| 3 | AGNC |
AGNC Investment Corp.
|
7,271,796 | $72,936,109 | |
| 4 | RITM |
Rithm Capital Corp.
|
6,505,513 | $61,672,258 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
2,237,827 | $42,854,383 | |
| 6 | AOMR |
Angel Oak Mortgage REIT, Inc.
|
5,172,061 | $42,514,341 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
1,201,183 | $20,035,729 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
1,780,963 | $18,806,964 |
All Filings in TWO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,427,644 | 1,175,801 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,964,152 | 948,967 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,567,177 | 665,368 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $9,213,570 | 855,485 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $12,831,314 | 960,428 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,101,289 | 853,871 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $14,980,861 | 1,079,313 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $15,218,166 | 1,152,019 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $17,300,586 | 1,306,691 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $25,424,403 | 1,825,155 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $12,185,775 | 920,376 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $10,692,618 | 770,362 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,674,441 | 861,621 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,870,098 | 689,290 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||