TWO
Two Harbors Investment Corp. · Real Estate · REIT - Mortgage
Señales de momentum (gestores comparables):
amplitud de titulares -16.7% ·
flujo de acciones +2.9% ·
nuevas posiciones netas -20.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 80 | +3 | 54.31M | $672.48M | +7 | −4 |
| Q1 2026 | 80 | 0 | 55.40M | $630.68M | +6 | −7 |
| Q4 2025 | 81 | 0 | 63.93M | $671.39M | +4 | −3 |
| Q3 2025 | 15 | +3 | 40.42M | $398.90M | +3 | −1 |
| Q2 2025 | 10 | -2 | 38.04M | $409.65M | — | −2 |
| Q1 2025 | 9 | +3 | 9.03M | $120.59M | +3 | — |
| Q4 2024 | 6 | -3 | 9.38M | $111.00M | — | −3 |
| Q3 2024 | 8 | 0 | 4.77M | $66.19M | +1 | −1 |
| Q2 2024 | 8 | — | 5.00M | $65.99M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 16.64M | — | $179.22M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (pasivo) | 11.28M | — | $121.51M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (pasivo) | 11.28M | — | $121.51M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (pasivo) | 11.28M | — | $121.51M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 11.28M | — | $121.51M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (pasivo) | 11.28M | — | $121.51M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (pasivo) | 4.03M | +1.7% | $43.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Millennium Management ✦ | 3.12M | +158.6% | $33.61M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Geode Capital Management ✦ (pasivo) | 2.48M | -0.5% | $26.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Geode Capital Management ✦ (pasivo) | 2.48M | -0.5% | $26.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 241.49K | -18.7% | $2.60M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 241.49K | -18.7% | $2.60M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 105.27K | +14.0% | $1.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Norges Bank ✦ (pasivo) | 88.71K | -59.3% | $955,396 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 28.64K | +11.3% | $308,464 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 28.64K | +11.3% | $308,464 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 28.64K | +11.3% | $308,464 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 11.31K | — | $121,806 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 11.31K | — | $121,806 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Two Sigma Investments | $6.13M | era 0.0% |
| Renaissance Technologies | $3.52M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 228 tenedores, 79.81M acciones, $889.69M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.