Position in ORC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$966,194
+$709,438 QoQ
Shares Held
138,622
+279.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 200 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Creative Planning holds $16,867,120 across 24 REIT - Mortgage names. ORC ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
381,039 | $4,153,324 | |
| 2 | NLY |
Annaly Capital Management Inc
|
147,873 | $3,306,440 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
146,168 | $2,394,231 | |
| 4 | RITM |
Rithm Capital Corp.
|
144,795 | $1,359,624 | |
| 5 | ORC |
Orchid Island Capital, Inc.
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|
138,622 | $966,194 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
33,115 | $577,856 | |
| 7 | RC |
Ready Capital Corp
|
287,241 | $502,671 | |
| 8 | DX |
Dynex Capital Inc
|
33,859 | $443,891 |
All Filings in ORC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $966,194 | 138,622 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $256,756 | 36,523 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $229,032 | 31,810 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $207,790 | 29,642 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $185,449 | 26,455 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $306,530 | 40,762 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $268,884 | 34,561 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $92,828 | 11,293 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $107,202 | 12,854 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $109,017 | 12,208 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $94,399 | 11,198 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $106,753 | 10,167 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $29,520 | 10,358 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $55,120 | 16,960 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $73,611 | 16,358 | Shares | Sole | 2022-02-11 | |
| 2020-09-30 | $90,971 | 18,158 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $77,988 | 16,558 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||