Position in LADR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,241,023
-$698,219 QoQ
Shares Held
229,378
-14.2% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LADR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $131,122,881 across 13 REIT - Mortgage names. LADR ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,377,674 | $29,137,804 | |
| 2 | RITM |
Rithm Capital Corp.
|
2,731,999 | $25,899,350 | |
| 3 | AGNC |
AGNC Investment Corp.
|
1,508,916 | $15,134,427 | |
| 4 | ARR |
Armour Residential REIT, Inc.
|
664,247 | $11,079,639 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
782,514 | $8,263,347 | |
| 6 | EFC |
Ellington Financial Inc.
|
593,740 | $7,035,818 | |
| 7 | CIM |
Chimera Investment Corp
|
543,101 | $6,815,917 | |
| 8 | DX |
Dynex Capital Inc
|
531,415 | $6,780,855 |
All Filings in LADR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,241,023 | 229,378 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,939,242 | 267,447 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,321,973 | 671,125 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,576,299 | 704,772 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,088,115 | 708,862 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,697,601 | 687,900 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,397,479 | 1,241,162 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,461,097 | 483,711 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,031,555 | 631,766 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,866,532 | 683,452 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,408,407 | 722,067 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,666,623 | 890,933 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,135,959 | 755,128 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,129,273 | 710,087 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,378,652 | 600,296 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,272,624 | 215,619 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $1,491,175 | 134,948 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,635,171 | 141,696 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $2,824,105 | 239,331 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,781,544 | 182,162 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,171,994 | 164,606 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,020,682 | 249,467 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,835,702 | 387,279 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||