Position in LADR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$845,869
+$53,571 QoQ
Shares Held
85,012
+4.8% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 223 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in LADR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $155,029,200 across 30 REIT - Mortgage names. LADR ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,999,787 | $65,397,678 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,447,269 | $32,360,934 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
918,372 | $15,042,933 | |
| 4 | RITM |
Rithm Capital Corp.
|
841,617 | $7,902,783 | |
| 5 | DX |
Dynex Capital Inc
|
530,383 | $6,953,321 | |
| 6 | MFA |
Mfa Financial, Inc.
|
402,827 | $3,903,393 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
220,984 | $3,745,678 | |
| 8 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
287,236 | $3,067,680 |
All Filings in LADR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,869 | 85,012 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $792,298 | 81,095 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,746,311 | 158,900 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,053,600 | 188,231 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,997,573 | 278,844 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,233,673 | 283,407 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,170,792 | 193,994 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,198,153 | 189,496 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,054,554 | 181,980 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,935,974 | 173,942 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,998,653 | 173,645 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,601,083 | 156,051 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,613,525 | 148,712 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,418,237 | 150,078 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,425,188 | 141,951 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,174,602 | 131,094 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,535,224 | 145,657 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,744,783 | 146,991 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,944,730 | 162,196 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,872,278 | 169,437 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,148,344 | 186,165 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,574,795 | 218,203 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,908,733 | 195,167 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,372,892 | 192,822 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,795,000 | 221,605 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $974,202 | 205,528 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||