Position in RC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$959
+$958 QoQ
Shares Held
548
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 232 holders
Holding Since
Mar 2025
6 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, 2026CX Institutional holds $41,094 across 4 REIT - Mortgage names. RC ranks #3 (2.3% of the industry book) .
All Filings in RC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959 | 548 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1 | 545 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1 | 543 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,024 | 1,040 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,584 | 1,049 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,293 | 1,040 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||