Position in RC
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$168,967
+$12,311 QoQ
Shares Held
104,301
+45.1% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026Joel Isaacson & Co., LLC holds $532,780 across 3 REIT - Mortgage names. RC ranks #2 (31.7% of the industry book) .
All Filings in RC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,967 | 104,301 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $156,656 | 71,861 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $281,972 | 72,861 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $318,402 | 72,861 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $370,862 | 72,861 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $347,035 | 50,885 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $399,361 | 52,341 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $428,149 | 52,341 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $477,873 | 52,341 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $491,313 | 47,933 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $484,602 | 47,933 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $540,684 | 47,933 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $462,501 | 45,477 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $359,298 | 32,253 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $327,045 | 32,253 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $384,455 | 32,253 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $480,383 | 31,898 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $358,927 | 22,964 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $331,370 | 22,964 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $364,438 | 22,964 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $221,349 | 16,494 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $150,906 | 12,121 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $135,755 | 12,121 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $105,331 | 12,121 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||