Position in CMTG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$27,305
-$38,855 QoQ
Shares Held
11,473
-46.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CMTG Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Creative Planning holds $16,811,655 across 24 REIT - Mortgage names. CMTG ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
412,920 | $4,141,587 | |
| 2 | NLY |
Annaly Capital Management Inc
|
147,968 | $3,129,523 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
165,971 | $2,858,020 | |
| 4 | RITM |
Rithm Capital Corp.
|
177,366 | $1,681,429 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
28,782 | $551,175 | |
| 6 | RC |
Ready Capital Corp
|
328,679 | $532,459 | |
| 7 | DX |
Dynex Capital Inc
|
35,948 | $458,696 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
24,455 | $407,909 |
All Filings in CMTG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,305 | 11,473 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $66,160 | 21,621 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $68,551 | 20,648 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $48,094 | 12,894 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||