Position in LOAN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$154,461
-$13,811 QoQ
Shares Held
34,173
-9.6% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#6
of 11 holders
Holding Since
Sep 2022
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOAN Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Apella Capital, LLC holds $1,835,950 across 3 REIT - Mortgage names. LOAN ranks #3 (8.4% of the industry book) .
All Filings in LOAN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,461 | 34,173 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $168,272 | 37,814 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $191,928 | 41,275 | Shares | Sole | 2026-01-21 | |
| 2022-09-30 | $81,954 | 14,531 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||