Position in ABR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$607,154
-$9,595 QoQ
Shares Held
78,749
-0.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $16,174,723 across 12 REIT - Mortgage names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
165,489 | $3,700,334 | |
| 2 | LADR |
Ladder Capital Corp
|
331,674 | $3,300,156 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
166,516 | $2,727,532 | |
| 4 | RITM |
Rithm Capital Corp.
|
159,801 | $1,500,531 | |
| 5 | EFC |
Ellington Financial Inc.
|
83,554 | $1,137,169 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
75,720 | $808,689 | |
| 7 | AGNC |
AGNC Investment Corp.
|
72,886 | $794,457 | |
| 8 | SEVN |
Seven Hills Realty Trust
|
86,106 | $725,873 |
All Filings in ABR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $607,154 | 78,749 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $616,749 | 79,478 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $969,632 | 79,413 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $911,414 | 85,179 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,505,832 | 128,156 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,175,075 | 84,843 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,309,669 | 84,169 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,207,895 | 84,174 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,295,677 | 97,787 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,412,739 | 158,942 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $252,780 | 22,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,605,025 | 197,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,058,000 | 92,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $419,520 | 32,000 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $1,387,870 | 121,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,550,472 | 167,800 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $638,470 | 130,300 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||