Position in ORC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$697
-$6 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 200 holders
Holding Since
Mar 2025
3 quarters on record
Common Shares in ORC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $916,440 across 17 REIT - Mortgage names. ORC ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
11,230 | $251,102 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
10,500 | $171,990 | |
| 3 | EFC |
Ellington Financial Inc.
|
8,300 | $112,963 | |
| 4 | ARR |
Armour Residential REIT, Inc.
|
4,428 | $77,268 | |
| 5 | LADR |
Ladder Capital Corp
|
7,157 | $71,212 | |
| 6 | IVR |
Invesco Mortgage Capital Inc.
|
7,355 | $58,104 | |
| 7 | RITM |
Rithm Capital Corp.
|
6,001 | $56,349 | |
| 8 | SUNS |
Sunrise Realty Trust, Inc.
|
5,598 | $44,224 |
All Filings in ORC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697 | 100 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $703 | 100 | Shares | Sole | 2026-04-22 | |
| 2025-03-31 | $3,760 | 500 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||