Position in RC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$106,181
-$35,989 QoQ
Shares Held
65,544
+0.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $142,096,779 across 30 REIT - Mortgage names. RC ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
5,752,000 | $57,692,560 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,346,409 | $28,476,550 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
719,771 | $12,394,456 | |
| 4 | RITM |
Rithm Capital Corp.
|
801,003 | $7,593,508 | |
| 5 | DX |
Dynex Capital Inc
|
452,294 | $5,771,271 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
565,949 | $4,363,466 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
192,560 | $3,687,524 | |
| 8 | MFA |
Mfa Financial, Inc.
|
384,655 | $3,684,994 |
All Filings in RC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,181 | 65,544 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $142,170 | 65,216 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $340,989 | 88,111 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $489,107 | 111,924 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $572,294 | 112,435 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $220,381 | 32,314 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $302,857 | 39,693 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $293,171 | 35,840 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $229,838 | 25,174 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $266,438 | 25,994 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $270,887 | 26,794 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $854,493 | 75,753 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $116,161 | 11,422 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $131,585 | 11,812 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $143,805 | 14,182 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $475,298 | 39,874 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $445,309 | 29,569 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $952,492 | 60,940 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $156,031 | 10,813 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||