Position in ARR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,251,391
+$210,760 QoQ
Shares Held
71,713
+14.9% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 249 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $155,029,200 across 30 REIT - Mortgage names. ARR ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,999,787 | $65,397,678 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,447,269 | $32,360,934 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
918,372 | $15,042,933 | |
| 4 | RITM |
Rithm Capital Corp.
|
841,617 | $7,902,783 | |
| 5 | DX |
Dynex Capital Inc
|
530,383 | $6,953,321 | |
| 6 | MFA |
Mfa Financial, Inc.
|
402,827 | $3,903,393 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
220,984 | $3,745,678 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
287,236 | $3,067,680 |
All Filings in ARR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,251,391 | 71,713 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,040,631 | 62,388 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $850,942 | 48,103 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $949,048 | 63,524 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,852,730 | 110,216 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,731,665 | 101,267 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,383,418 | 73,352 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $622,791 | 30,529 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,125,377 | 58,069 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,092,094 | 55,240 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $470,055 | 24,330 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $204,828 | 48,195 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $252,737 | 47,418 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $202,875 | 38,643 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $940,891 | 167,121 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $385,460 | 79,150 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $451,651 | 64,155 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $84,621 | 10,074 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $116,052 | 11,830 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||