Ascentis Wealth Management, LLC
Position in ARR — Armour Residential REIT, Inc.
CIK 2032602
DALLAS, TX
Position in ARR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,892,750
+$971,350 QoQ
Shares Held
395,000
+11.3% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1
of 63 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Ascentis Wealth Management, LLC holds $17,128,933 across 5 REIT - Mortgage names. ARR ranks #2 (40.2% of the industry book) .
All Filings in ARR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,892,750 | 395,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,921,400 | 355,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,572,350 | 315,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,706,100 | 315,000 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||