Position in RC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$45,648
+$10,483 QoQ
Shares Held
26,085
+20.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
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, 2026MISSION WEALTH MANAGEMENT, LP holds $509,849 across 4 REIT - Mortgage names. RC ranks #4 (9.0% of the industry book) .
All Filings in RC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,648 | 26,085 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $35,165 | 21,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $92,708 | 42,527 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $164,591 | 42,530 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $185,908 | 42,542 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $216,462 | 42,527 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $365,347 | 53,570 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,855,083 | 636,315 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $5,708,020 | 697,802 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,778,230 | 742,413 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,679,669 | 749,236 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $11,750,903 | 1,162,305 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $14,466,205 | 1,282,465 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $14,879,594 | 1,463,087 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $19,437,996 | 1,744,883 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $17,962,513 | 1,771,451 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $21,211,306 | 1,779,472 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||