Position in ACR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$205,705
New position
Shares Held
11,563
first reported quarter
Ownership
0.162%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 65 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Wealthspire Advisors, LLC holds $3,752,976 across 6 REIT - Mortgage names. ACR ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
110,853 | $1,208,297 | |
| 2 | NLY |
Annaly Capital Management Inc
|
53,368 | $1,193,308 | |
| 3 | DX |
Dynex Capital Inc
|
45,862 | $601,250 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
21,515 | $364,679 | |
| 5 | ACR |
ACRES Commercial Realty Corp.
This page
|
11,563 | $205,705 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
10,973 | $179,737 |
All Filings in ACR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,705 | 11,563 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||