TWO
Two Harbors Investment Corp. · Real Estate · REIT - Mortgage
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario +0.5% · nuove posizioni nette +1.2% · formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 79 | +3 | 54.28M | $672.17M | +7 | −5 |
| 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 | n/a | −2 |
| Q1 2025 | 9 | +3 | 9.03M | $120.59M | +3 | n/a |
| Q4 2024 | 6 | -3 | 9.38M | $111.00M | n/a | −3 |
| Q3 2024 | 8 | 0 | 4.77M | $66.19M | +1 | −1 |
| Q2 2024 | 8 | n/a | 5.00M | $65.99M | n/a | n/a |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 16.81M | +2.3% | $176.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (passivo) | 10.97M | -0.1% | $115.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passivo) | 3.92M | -0.2% | $41.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Invesco Ltd. | 2.52M | n/a | $26.49M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 5 | Geode Capital Management ✦ (passivo) | 2.49M | +0.9% | $26.10M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | Marshall Wace ✦ | 2.27M | Nuovo | $23.89M | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Balyasny Asset Management L.P. | 2.17M | n/a | $22.83M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Allspring Global Investments… | 1.76M | n/a | $18.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | UBS Group AG | 1.56M | n/a | $16.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Millennium Management ✦ | 1.51M | -66.6% | $15.90M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 11 | Charles Schwab Investment… | 1.40M | n/a | $14.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 1.38M | n/a | $14.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Alliancebernstein L.P. | 1.29M | n/a | $13.51M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Qube Research & Technologies Ltd | 1.20M | n/a | $12.60M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Victory Capital Management Inc | 1.20M | n/a | $12.57M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northern Trust Corp | 1.17M | n/a | $12.32M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 17 | Goldman Sachs Group ✦ | 1.14M | +551.8% | $11.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Bank Of America Corp /De/ | 1.13M | n/a | $11.85M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.12M | n/a | $11.81M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 948.97K | +42.6% | $9.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 21 | Bank of New York Mellon Corp | 579.97K | n/a | $6.09M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 22 | Norges Bank ✦ (passivo) | 500.00K | Nuovo | $5.25M | 0.0% | New | 1 | SEC ↗ |
| 23 | Principal Financial Group Inc | 497.35K | n/a | $5.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Citigroup Inc | 456.74K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Rhumbline Advisers | 293.50K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Barclays Plc | 267.42K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Legal & General Group Plc | 254.90K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Adage Capital Partners ✦ | 250.00K | Nuovo | $2.62M | 0.0% | New | 1 | SEC ↗ |
| 29 | Jane Street Group, Llc | 213.31K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Nuveen, LLC | 206.49K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Swiss National Bank | 205.29K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Healthcare Of Ontario Pension Plan… | 189.33K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Man Group plc | 182.50K | n/a | $1.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | AQR Capital Management ✦ | 143.03K | +86.4% | $1.50M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 35 | Wells Fargo & Company/Mn | 137.99K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Prudential Financial Inc | 110.71K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | LPL Financial LLC | 96.08K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | California State Teachers… | 95.68K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 94.58K | n/a | $993,058 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | T. Rowe Price ✦ | 90.65K | -21.7% | $952,000 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 85.81K | n/a | $901,059 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | JPMorgan Chase ✦ | 85.62K | -75.2% | $899,052 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 43 | Sei Investments Co | 78.48K | n/a | $823,991 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Soros Fund Management ✦ | 71.43K | Nuovo | $750,036 | 0.0% | New | 1 | SEC ↗ |
| 45 | Toronto Dominion Bank | 60.40K | n/a | $634,226 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Simplex Trading, Llc | 56.99K | n/a | $598,437 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Janus Henderson Group Plc | 53.04K | n/a | $556,124 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | ProShare Advisors LLC | 47.66K | n/a | $500,452 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Manufacturers Life Insurance… | 45.69K | n/a | $479,703 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Voya Investment Management Llc | 44.80K | n/a | $470,348 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Cetera Investment Advisers | 42.46K | n/a | $445,851 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 40.73K | n/a | $427,675 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | New York State Common Retirement… | 32.98K | n/a | $346,248 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | State Board Of Administration Of… | 27.77K | n/a | $291,617 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 25.42K | n/a | $266,944 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | Zurcher Kantonalbank (Zurich… | 25.07K | n/a | $263,267 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Susquehanna International Group, Llp | 24.91K | n/a | $261,555 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | State Of Wisconsin Investment Board | 22.21K | n/a | $233,247 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Pictet Asset Management Holding SA | 21.82K | n/a | $229,142 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Commonwealth Equity Services, Llc | 19.05K | n/a | $200,073 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Citadel Advisors ✦ | 16.92K | -95.6% | $177,650 | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 62 | Royal Bank Of Canada | 17.03K | n/a | $177,000 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 63 | Stifel Financial Corp | 15.37K | n/a | $161,428 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 15.17K | n/a | $159,275 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Raymond James Financial Inc | 14.23K | n/a | $149,402 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 66 | Pnc Financial Services Group, Inc. | 13.67K | n/a | $143,557 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 67 | Osaic Holdings, Inc. | 13.14K | n/a | $137,982 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Mercer Global Advisors Inc /Adv | 12.38K | n/a | $129,940 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Wealth Enhancement Advisory… | 12.39K | n/a | $128,991 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Amundi | 11.85K | n/a | $124,446 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Tudor Investment Corp Et Al | 11.54K | n/a | $121,139 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Cwm, Llc | 6.13K | n/a | $64,000 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 5.12K | -7.2% | $53,734 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | Jones Financial Companies Lllp | 5.04K | n/a | $52,910 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | National Bank Of Canada /Fi/ | 2.08K | n/a | $21,818 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Us Bancorp \De\ | 431 | n/a | $4,526 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | UBS AM, a distinct business unit of… | 279 | n/a | $2,930 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Northwestern Mutual Wealth… | 263 | n/a | $2,762 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Mitsubishi UFJ Asset Management… | 217 | n/a | $2,296 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Assetmark, Inc | 117 | n/a | $1,229 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Fifth Third Bancorp | 72 | n/a | $756 | 0.0% | n/c | 1 | SEC ↗ |
"Il loro peso" = quota della posizione sul valore azionario 13F dichiarato da quel manager: la misura della convinzione. ✦ = manager selezionato.
Nuovi acquirenti
| Marshall Wace | $23.89M | 0.0% |
| Norges Bank | $5.25M | 0.0% |
| Adage Capital Partners | $2.62M | 0.0% |
| Soros Fund Management | $750,036 | 0.0% |
Uscito
| D. E. Shaw & Co. | $2.38M | era 0.0% |
| Bridgewater Associates | $359,623 | era 0.0% |
| Two Sigma Investments | $235,074 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 228 detentori, 79.81M azioni, $889.69M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri detentori tracciati di questo titolo: conteggi di co-detenzione, non relazioni fondamentali.