Institute for Wealth Management, LLC.

Position in RC — Ready Capital Corp

CIK 1533954 DENVER, CO

Position in RC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$28,605

+$1,451 QoQ

Shares Held

16,346

-2.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#143

of 232 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $113,441 across 6 REIT - Mortgage names. RC ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STWD	Starwood Property Trust, Inc.	1,976	$32,366
2	RC	Ready Capital Corp This page	16,346	$28,605
3	DX	Dynex Capital Inc	1,250	$16,387
4	AGNC	AGNC Investment Corp.	1,433	$15,619
5	NLY	Annaly Capital Management Inc	550	$12,298
6	EFC	Ellington Financial Inc.	600	$8,166

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,605	16,346	-2.5%	Shares	Sole	2026-07-28
2026-03-31	$27,154	16,762	0.0%	Shares	Sole	2026-05-14
2025-12-31	$36,541	16,762	0.0%	Shares	Sole	2026-01-27
2025-09-30	$64,868	16,762	0.0%	Shares	Sole	2025-10-17
2025-06-30	$73,249	16,762	0.0%	Shares	Sole	2025-07-18
2025-03-31	$85,318	16,762	+2.5%	Shares	Sole	2025-04-21
2024-12-31	$111,479	16,346	0.0%	Shares	Sole	2025-01-23
2024-09-30	$124,719	16,346	0.0%	Shares	Sole	2024-11-12
2024-06-30	$133,710	16,346	-10.1%	Shares	Sole	2024-07-25
2024-03-31	$165,974	18,179	0.0%	Shares	Sole	2024-04-30
2023-12-31	$186,334	18,179	0.0%	Shares	Sole	2024-01-31
2023-09-30	$183,789	18,179	0.0%	Shares	Sole	2023-10-13
2023-06-30	$205,059	18,179	—	Shares	Sole	2023-07-25
No filing history on record for this holder in this stock.