Position in EFC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$146,770
+$19,324 QoQ
Shares Held
10,784
+0.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#156
of 245 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFC 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. EFC ranks #19 (0.9% 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 EFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,770 | 10,784 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $127,446 | 10,755 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $449,226 | 33,080 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $228,071 | 17,571 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $175,858 | 13,538 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $140,965 | 10,936 | Shares | Sole | 2024-10-11 | |
| 2023-12-31 | $148,528 | 11,686 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $181,819 | 14,891 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||