Position in FBRT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$283,591
+$384 QoQ
Shares Held
33,403
+18.3% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FBRT 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. FBRT ranks #12 (1.7% 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 FBRT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,591 | 33,403 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $283,207 | 28,236 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $353,677 | 32,567 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $303,938 | 28,432 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $417,795 | 32,794 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $427,413 | 34,084 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $544,027 | 41,656 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $537,629 | 42,669 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $560,264 | 41,936 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $566,555 | 41,936 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $572,193 | 43,217 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $615,322 | 43,455 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $527,902 | 44,250 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $591,039 | 45,817 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $493,201 | 45,794 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $660,223 | 48,978 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||