Position in AOMR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$52,501
+$5,431 QoQ
Shares Held
6,387
+16.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOMR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $51,123,652 across 39 REIT - Mortgage names. AOMR ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
913,539 | $19,321,348 | |
| 2 | AGNC |
AGNC Investment Corp.
|
1,430,015 | $14,343,048 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
238,319 | $4,103,853 | |
| 4 | RITM |
Rithm Capital Corp.
|
284,675 | $2,698,717 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
98,553 | $1,887,289 | |
| 6 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
91,958 | $971,075 | |
| 7 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
84,052 | $951,467 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
105,271 | $811,638 |
All Filings in AOMR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,501 | 6,387 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $47,070 | 5,467 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $44,104 | 4,707 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $44,339 | 4,707 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $40,092 | 4,207 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $16,704 | 1,800 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $9,647 | 925 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $229,132 | 17,491 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $263,892 | 24,571 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $298,867 | 28,195 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $6,397 | 750 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,240 | 1,000 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $737 | 101 | Shares | Defined | 2023-05-12 | |
| 2021-12-31 | $54,054 | 3,300 | Shares | Defined | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||