Position in LADR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$600,124
+$30,885 QoQ
Shares Held
60,314
+3.5% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 223 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in LADR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $45,645,993 across 18 REIT - Mortgage names. LADR ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
1,465,104 | $15,969,633 | |
| 2 | NLY |
Annaly Capital Management Inc
|
423,650 | $9,472,813 | |
| 3 | RITM |
Rithm Capital Corp.
|
734,390 | $6,895,920 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
360,043 | $5,897,503 | |
| 5 | MFA |
Mfa Financial, Inc.
|
142,020 | $1,376,173 | |
| 6 | RWT |
Redwood Trust Inc
|
186,112 | $882,170 | |
| 7 | KREF |
KKR Real Estate Finance Trust Inc.
|
118,200 | $808,488 | |
| 8 | DX |
Dynex Capital Inc
|
57,135 | $749,039 |
All Filings in LADR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,124 | 60,314 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $569,239 | 58,264 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $647,343 | 58,903 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $671,575 | 61,556 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $683,130 | 63,547 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,055,459 | 92,503 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,000,184 | 89,382 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,922,908 | 165,768 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $631,698 | 55,952 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $738,330 | 66,337 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,375,272 | 119,485 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,229,958 | 119,879 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,226,462 | 113,038 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,062,510 | 112,435 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,080,133 | 107,583 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $520,119 | 58,049 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $625,327 | 59,329 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $790,743 | 66,617 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $968,384 | 80,766 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,438,897 | 130,217 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,016,212 | 88,060 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $756,509 | 64,111 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $772,737 | 79,012 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $412,867 | 57,987 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,065,448 | 131,537 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $700,926 | 147,875 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||