Position in ARR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$577,856
+$169,947 QoQ
Shares Held
33,115
+35.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 248 holders
Holding Since
Dec 2022
15 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, 2026Creative Planning holds $16,867,120 across 24 REIT - Mortgage names. ARR ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
381,039 | $4,153,324 | |
| 2 | NLY |
Annaly Capital Management Inc
|
147,873 | $3,306,440 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
146,168 | $2,394,231 | |
| 4 | RITM |
Rithm Capital Corp.
|
144,795 | $1,359,624 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
138,622 | $966,194 | |
| 6 | ARR |
Armour Residential REIT, Inc.
This page
|
33,115 | $577,856 | |
| 7 | RC |
Ready Capital Corp
|
287,241 | $502,671 | |
| 8 | DX |
Dynex Capital Inc
|
33,859 | $443,891 |
All Filings in ARR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,856 | 33,115 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $407,909 | 24,455 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $379,768 | 21,468 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $199,404 | 13,347 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $173,511 | 10,322 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $193,469 | 11,314 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $211,873 | 11,234 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $286,762 | 14,057 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $227,637 | 11,746 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $225,259 | 11,394 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $247,740 | 12,823 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $50,575 | 11,900 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $82,822 | 15,539 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $97,182 | 18,511 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $117,413 | 20,855 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||