Position in RC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$31,570
-$7,111 QoQ
Shares Held
19,488
+9.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026HBK Sorce Advisory LLC holds $2,617,024 across 4 REIT - Mortgage names. RC ranks #4 (1.2% of the industry book) .
All Filings in RC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,570 | 19,488 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $38,681 | 17,744 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $65,499 | 16,925 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $72,327 | 16,551 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $81,328 | 15,978 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $446,225 | 65,429 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $532,169 | 69,747 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $557,933 | 68,207 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $612,413 | 67,077 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $663,790 | 64,760 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $615,324 | 60,863 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $664,087 | 58,873 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||