Position in ADAM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$609
+$131 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#192
of 206 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADAM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $9,815 across 11 REIT - Mortgage names. ADAM ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFA |
Mfa Financial, Inc.
|
250 | $2,422 | |
| 2 | AGNC |
AGNC Investment Corp.
|
199 | $2,169 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
56 | $917 | |
| 4 | NLY |
Annaly Capital Management Inc
|
34 | $760 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
40 | $698 | |
| 6 | ADAM |
Adamas Trust, Inc.
This page
|
65 | $609 | |
| 7 | EFC |
Ellington Financial Inc.
|
42 | $571 | |
| 8 | DX |
Dynex Capital Inc
|
39 | $511 |
All Filings in ADAM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609 | 65 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $478 | 65 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||