Position in ACRE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$163,824
+$30,223 QoQ
Shares Held
34,130
+22.1% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ACRE Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $142,096,779 across 30 REIT - Mortgage names. ACRE ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,752,000 | $57,692,560 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,346,409 | $28,476,550 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
719,771 | $12,394,456 | |
| 4 | RITM |
Rithm Capital Corp.
|
801,003 | $7,593,508 | |
| 5 | DX |
Dynex Capital Inc
|
452,294 | $5,771,271 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
565,949 | $4,363,466 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
192,560 | $3,687,524 | |
| 8 | MFA |
Mfa Financial, Inc.
|
384,655 | $3,684,994 |
All Filings in ACRE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $163,824 | 34,130 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $133,601 | 27,950 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $115,753 | 25,666 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $67,037 | 14,054 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $73,204 | 15,811 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $104,423 | 17,729 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $114,359 | 16,337 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $126,915 | 19,085 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $165,874 | 22,265 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $849,872 | 82,034 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $802,326 | 84,278 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,542,069 | 151,928 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,347,637 | 148,255 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $943,171 | 91,659 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $302,339 | 28,932 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $170,767 | 13,963 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $183,741 | 11,839 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $154,167 | 10,603 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $98,346 | 10,760 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $124,542 | 13,656 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $94,868 | 13,572 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||