Position in CIM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$345,385
+$48,314 QoQ
Shares Held
25,891
+9.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 194 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CIM 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. CIM ranks #10 (2.0% 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.
|
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 CIM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,385 | 25,891 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $297,071 | 23,671 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $300,470 | 24,173 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $276,839 | 20,941 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $301,894 | 21,766 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $153,164 | 11,938 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $163,366 | 11,669 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $230,943 | 14,589 | Shares | Sole | 2024-10-11 | |
| 2023-09-30 | $71,717 | 13,135 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $77,456 | 13,424 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $80,003 | 14,185 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $80,723 | 14,677 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $74,129 | 14,201 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $122,280 | 13,864 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $180,455 | 14,988 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $181,397 | 12,029 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $206,949 | 13,936 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $337,494 | 22,410 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $445,566 | 35,084 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $321,665 | 31,382 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $346,130 | 42,211 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $381,776 | 39,727 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $390,826 | 42,948 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||