Position in ADAM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$638,376
New position
Shares Held
86,736
first reported quarter
Ownership
0.097%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Horizon Investments, LLC holds $805,968 across 2 REIT - Mortgage names. ADAM ranks #1 (79.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADAM |
Adamas Trust, Inc.
This page
|
86,736 | $638,376 | |
| 2 | NLY |
Annaly Capital Management Inc
|
7,924 | $167,592 |
All Filings in ADAM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $638,376 | 86,736 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||