Position in LADR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$12,933,418
-$2,255,387 QoQ
Shares Held
1,323,789
-4.2% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LADR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $133,237,132 across 13 REIT - Mortgage names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,679,569 | $37,555,162 | |
| 2 | RITM |
Rithm Capital Corp.
|
2,692,907 | $25,286,396 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
791,268 | $12,960,969 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
755,358 | $12,803,317 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
599,580 | $10,462,670 | |
| 6 | EFC |
Ellington Financial Inc.
|
606,012 | $8,247,823 | |
| 7 | TWO-PC |
Two Harbors Investment Corp.
|
507,717 | $6,300,767 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
929,675 | $5,038,837 |
All Filings in LADR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,933,418 | 1,323,789 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $15,188,805 | 1,382,057 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $15,702,129 | 1,439,242 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $17,336,663 | 1,612,713 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $20,046,753 | 1,756,946 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $20,994,072 | 1,876,146 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $23,433,658 | 2,020,143 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $21,717,104 | 1,923,570 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $22,708,293 | 2,040,278 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $9,907,623 | 860,784 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $9,032,606 | 880,371 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $10,102,803 | 931,134 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $8,807,863 | 932,049 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $9,254,841 | 921,797 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $8,345,711 | 931,441 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $9,756,256 | 925,641 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $10,916,839 | 919,700 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $11,027,203 | 919,700 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,241,140 | 926,800 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $10,745,078 | 931,116 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $11,805,805 | 1,000,492 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $8,992,054 | 919,433 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $6,364,382 | 893,874 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $7,643,353 | 943,624 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $4,334,288 | 914,407 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||