Position in ADAM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$211,031
+$32,802 QoQ
Shares Held
22,498
-7.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 36 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADAM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026AMALGAMATED BANK holds $15,036,096 across 13 REIT - Mortgage names. ADAM ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
324,377 | $7,253,069 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
154,298 | $2,527,401 | |
| 3 | RITM |
Rithm Capital Corp.
|
159,916 | $1,501,611 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
42,121 | $713,950 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
33,407 | $582,952 | |
| 6 | AGNC |
AGNC Investment Corp.
|
51,780 | $564,402 | |
| 7 | EFC |
Ellington Financial Inc.
|
33,657 | $458,071 | |
| 8 | TWO |
Two Harbors Investment Corp.
|
28,259 | $350,694 |
All Filings in ADAM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,031 | 22,498 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $178,229 | 24,216 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $181,047 | 24,801 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $172,465 | 24,744 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $174,354 | 26,023 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $168,889 | 26,023 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $162,068 | 26,744 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $170,821 | 26,986 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $158,234 | 27,095 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $214,041 | 29,728 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $275,041 | 32,244 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $302,872 | 35,674 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $365,423 | 36,837 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $387,045 | 38,860 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||