Position in ARR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,002,998
+$623,996 QoQ
Shares Held
114,785
+38.8% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#54
of 247 holders
Holding Since
Mar 2025
5 quarters on record
Common Shares in ARR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Simplicity Wealth,LLC holds $8,737,021 across 6 REIT - Mortgage names. ARR ranks #3 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
124,321 | $2,779,817 | |
| 2 | AGNC |
AGNC Investment Corp.
|
213,483 | $2,326,964 | |
| 3 | ARR |
Armour Residential REIT, Inc.
This page
|
114,785 | $2,002,998 | |
| 4 | CIM |
Chimera Investment Corp
|
70,482 | $940,229 | |
| 5 | TWO-PC |
Two Harbors Investment Corp.
|
42,791 | $531,036 | |
| 6 | RITM |
Rithm Capital Corp.
|
16,611 | $155,977 |
All Filings in ARR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,002,998 | 114,785 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,379,002 | 82,674 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,577,187 | 89,157 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,037,329 | 69,433 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $2,002,136 | 117,084 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||