v3.26.1
Collateral Positions (Tables)
6 Months Ended
Jun. 30, 2026
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Schedule of Fair Value of Collateral Hold and Pledged
The following table summarizes the fair value of collateral that we pledged and held under our repurchase agreements and derivative instruments as of June 30, 2026 and December 31, 2025. Refer to Note 2 - “Summary of Significant Accounting Policies - Fair Value Measurements” of our consolidated financial statements included in our Annual Report on Form 10-K for the year ended December 31, 2025 for a description of how we determine fair value. Agency RMBS and Agency CMBS collateral pledged is included in mortgage-backed securities on our condensed consolidated balance sheets. Cash collateral pledged on centrally cleared interest rate swaps and U.S. Treasury futures contracts is classified as restricted cash on our condensed consolidated balance sheets. Cash collateral pledged on repurchase agreements and to-be-announced securities forward contracts (“TBAs”) accounted for as derivatives is classified as due from counterparties on our condensed consolidated balance sheets.
Cash collateral held that is not restricted for use is included in cash and cash equivalents on our condensed consolidated balance sheets and the liability to return the collateral is included in collateral held payable. Non-cash collateral held is only recognized if the counterparty defaults or if we sell the pledged collateral. As of June 30, 2026, we held $6.3 million of non-cash collateral that was not recognized on our condensed consolidated balance sheets (December 31, 2025: none).
$ in thousandsAs of
Collateral pledgedJune 30, 2026December 31, 2025
Repurchase agreements:
Agency RMBS 5,573,084 4,981,189 
Agency CMBS901,894 898,129 
Total repurchase agreements collateral pledged6,474,978 5,879,318 
Derivative instruments:
Restricted cash167,155 110,391 
Total derivative instruments collateral pledged 167,155 110,391 
Total collateral pledged:
Mortgage-backed securities6,474,978 5,879,318 
Restricted cash167,155 110,391 
Total collateral pledged 6,642,133 5,989,709 
As of
Collateral heldJune 30, 2026December 31, 2025
Repurchase agreements:
Cash 2,606 — 
Non-cash collateral6,279 — 
Total repurchase agreements collateral held8,885 — 
Derivative instruments:
Cash4,097 — 
Total derivative instruments collateral held4,097 — 
Total collateral held:
Cash6,703 — 
Non-cash collateral6,279 — 
Total collateral held12,982 —