Position in ORC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$269,208
+$4,565 QoQ
Shares Held
38,624
+2.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 200 holders
Holding Since
Sep 2024
8 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, 2026Merit Financial Group, LLC holds $2,799,738 across 6 REIT - Mortgage names. ORC ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
121,363 | $1,296,155 | |
| 2 | NLY |
Annaly Capital Management Inc
|
26,010 | $581,582 | |
| 3 | BRSP |
BrightSpire Capital, Inc.
|
87,355 | $476,084 | |
| 4 | ORC |
Orchid Island Capital, Inc.
This page
|
38,624 | $269,208 | |
| 5 | AGNC |
AGNC Investment Corp.
|
12,626 | $137,622 | |
| 6 | RC |
Ready Capital Corp
|
22,336 | $39,087 |
All Filings in ORC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,208 | 38,624 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $264,643 | 37,645 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $260,804 | 36,223 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $250,500 | 35,735 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $218,207 | 31,128 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $221,614 | 29,470 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $217,972 | 28,017 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $227,529 | 27,680 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||