Position in RC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$532,459
-$247,147 QoQ
Shares Held
328,679
-8.1% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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, 2026Creative Planning holds $16,811,655 across 24 REIT - Mortgage names. RC ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
412,920 | $4,141,587 | |
| 2 | NLY |
Annaly Capital Management Inc
|
147,968 | $3,129,523 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
165,971 | $2,858,020 | |
| 4 | RITM |
Rithm Capital Corp.
|
177,366 | $1,681,429 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
28,782 | $551,175 | |
| 6 | RC |
Ready Capital Corp
This page
|
328,679 | $532,459 | |
| 7 | DX |
Dynex Capital Inc
|
35,948 | $458,696 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
24,455 | $407,909 |
All Filings in RC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||