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Equibles

AMERIPRISE FINANCIAL INC

Position in ADAM — Adamas Trust, Inc.

CIK 820027 MINNEAPOLIS, MN
Back to ADAM Full portfolio

Position in ADAM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,737,119
+$322,270 QoQ
Shares Held
185,194
-3.7% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 208 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 0% Shared 89% None 11%

Common Shares in ADAM Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

AMERIPRISE FINANCIAL INC holds $337,821,887 across 30 REIT - Mortgage names. ADAM ranks #15 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NLY
Annaly Capital Management Inc
 5,030,245 $112,476,275
2 STWD
Starwood Property Trust, Inc.
 4,977,504 $81,531,514
3 DX
Dynex Capital Inc
 3,347,364 $43,883,941
4 ARR
Armour Residential REIT, Inc.
 1,619,810 $28,265,683
5 RITM
Rithm Capital Corp.
 1,728,330 $16,229,018
6 ORC
Orchid Island Capital, Inc.
 1,693,818 $11,805,910
7 RWT
Redwood Trust Inc
 1,659,487 $7,865,967
8 AGNC
AGNC Investment Corp.
 622,479 $6,785,020

All Filings in ADAM

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,737,119 185,194
2026-03-31 $1,414,849 192,235
2025-12-31 $1,424,740 195,170
2025-09-30 $1,440,789 206,713
2025-06-30 $1,534,158 228,979
2025-03-31 $1,364,528 210,251
2024-12-31 $1,641,302 270,842
2024-09-30 $1,524,497 240,837
2024-06-30 $1,533,869 262,649
2024-03-31 $2,073,283 287,956
2023-12-31 $2,345,339 274,952
2023-09-30 $2,478,391 291,919
2023-06-30 $3,927,933 395,961
2023-03-31 $4,157,383 417,408