Position in ORC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,975
+$5,968 QoQ
Shares Held
850
+84900.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
3 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 Mar 31, 2026Clearstead Advisors, LLC holds $1,252,137 across 7 REIT - Mortgage names. ORC ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
65,505 | $1,127,996 | |
| 2 | NLY |
Annaly Capital Management Inc
|
3,974 | $84,050 | |
| 3 | AGNC |
AGNC Investment Corp.
|
1,841 | $18,465 | |
| 4 | CMTG |
Claros Mortgage Trust, Inc.
|
3,194 | $7,601 | |
| 5 | ORC |
Orchid Island Capital, Inc.
This page
|
850 | $5,975 | |
| 6 | RITM |
Rithm Capital Corp.
|
510 | $4,834 | |
| 7 | MITT |
TPG Mortgage Investment Trust, Inc.
|
440 | $3,216 |
All Filings in ORC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,975 | 850 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $7 | 1 | Shares | Sole | 2025-11-10 | |
| 2022-12-31 | $1,134 | 108 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||