Position in ADAM
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$8,427
-$172 QoQ
Shares Held
1,145
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
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 Mar 31, 2026Basecamp Wealth Advisors LLC holds $744,029 across 13 REIT - Mortgage names. ADAM ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
30,919 | $653,936 | |
| 2 | RITM |
Rithm Capital Corp.
|
2,543 | $24,107 | |
| 3 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
1,692 | $17,867 | |
| 4 | LADR |
Ladder Capital Corp
|
936 | $9,144 | |
| 5 | ADAM |
Adamas Trust, Inc.
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|
1,145 | $8,427 | |
| 6 | RWT |
Redwood Trust Inc
|
1,488 | $8,347 | |
| 7 | STWD |
Starwood Property Trust, Inc.
|
417 | $7,180 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
652 | $5,026 |
All Filings in ADAM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,427 | 1,145 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $8,599 | 1,178 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||