Position in RC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$502,671
-$29,788 QoQ
Shares Held
287,241
-12.6% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 232 holders
Holding Since
Jun 2022
17 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 Jun 30, 2026Creative Planning holds $16,867,120 across 24 REIT - Mortgage names. RC ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
381,039 | $4,153,324 | |
| 2 | NLY |
Annaly Capital Management Inc
|
147,873 | $3,306,440 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
146,168 | $2,394,231 | |
| 4 | RITM |
Rithm Capital Corp.
|
144,795 | $1,359,624 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
138,622 | $966,194 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
33,115 | $577,856 | |
| 7 | RC |
Ready Capital Corp
This page
|
287,241 | $502,671 | |
| 8 | DX |
Dynex Capital Inc
|
33,859 | $443,891 |
All Filings in RC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,671 | 287,241 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $532,459 | 328,679 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $779,606 | 357,618 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,047,566 | 270,689 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,261,557 | 288,686 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,477,525 | 290,280 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,947,751 | 285,594 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,544,368 | 333,469 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,865,304 | 350,282 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,353,110 | 476,792 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,642,502 | 648,049 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,252,833 | 717,392 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $9,550,267 | 846,655 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $8,181,663 | 804,490 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,008,187 | 898,401 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,474,167 | 934,336 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,648,896 | 1,061,149 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||