Position in ADAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,002
+$2,575 QoQ
Shares Held
1,173
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#165
of 208 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $520,093 across 12 REIT - Mortgage names. ADAM ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
19,299 | $431,525 | |
| 2 | RITM |
Rithm Capital Corp.
|
2,484 | $23,324 | |
| 3 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
1,692 | $18,070 | |
| 4 | ADAM |
Adamas Trust, Inc.
This page
|
1,173 | $11,002 | |
| 5 | LADR |
Ladder Capital Corp
|
936 | $9,313 | |
| 6 | RWT |
Redwood Trust Inc
|
1,541 | $7,304 | |
| 7 | STWD |
Starwood Property Trust, Inc.
|
417 | $6,830 | |
| 8 | PMT |
PennyMac Mortgage Investment Trust
|
430 | $4,850 |
All Filings in ADAM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,002 | 1,173 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||