Position in LADR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$357,552
-$78,014 QoQ
Shares Held
36,597
-7.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 10.112850780118588.ToString("F0")%
Shared 0.ToString("F0")%
None 89.88714921988141.ToString("F0")%
Common Shares in LADR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $20,124,539 across 24 REIT - Mortgage names. LADR ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
372,025 | $7,868,328 | |
| 2 | AGNC |
AGNC Investment Corp.
|
253,471 | $2,542,314 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
141,197 | $2,431,412 | |
| 4 | RITM |
Rithm Capital Corp.
|
218,060 | $2,067,208 | |
| 5 | LOAN |
Manhattan Bridge Capital, Inc
|
219,801 | $978,114 | |
| 6 | MFA |
Mfa Financial, Inc.
|
44,270 | $424,106 | |
| 7 | ABR |
Arbor Realty Trust Inc
|
51,409 | $396,363 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
19,929 | $381,640 |
All Filings in LADR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,552 | 36,597 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $435,566 | 39,633 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $506,693 | 46,443 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $758,745 | 70,581 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $871,096 | 76,345 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $784,184 | 70,079 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $835,664 | 72,040 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $674,577 | 59,750 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $547,941 | 49,231 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $488,611 | 42,451 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $335,040 | 32,655 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $255,072 | 23,509 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $151,880 | 16,072 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $133,080 | 13,255 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $125,475 | 14,004 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $131,475 | 12,474 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $136,208 | 11,475 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $121,734 | 10,153 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $247,033 | 22,356 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $252,737 | 21,901 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $213,827 | 18,121 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||