Position in RC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$333,564
+$169,677 QoQ
Shares Held
190,609
+88.4% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 233 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 2%
Shared 25%
None 73%
Common Shares in RC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $10,745,551 across 20 REIT - Mortgage names. RC ranks #12 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
87,969 | $1,966,986 | |
| 2 | ARR |
Armour Residential REIT, Inc.
|
62,048 | $1,082,737 | |
| 3 | LADR |
Ladder Capital Corp
|
106,486 | $1,059,535 | |
| 4 | AGNC |
AGNC Investment Corp.
|
80,123 | $873,340 | |
| 5 | RITM |
Rithm Capital Corp.
|
78,341 | $735,621 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
44,814 | $734,051 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
42,679 | $723,408 | |
| 8 | ORC |
Orchid Island Capital, Inc.
|
94,013 | $655,270 |
All Filings in RC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,564 | 190,609 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $163,887 | 101,166 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $82,313 | 37,759 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $117,996 | 30,490 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $66,511 | 15,220 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $60,067 | 11,801 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $234,520 | 28,670 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $307,726 | 33,705 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $686,001 | 66,927 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $668,756 | 66,148 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,132,371 | 189,040 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $241,649 | 23,761 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $261,645 | 23,487 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||