Position in RC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,455,814
-$501,204 QoQ
Shares Held
898,651
+0.1% QoQ
Ownership
0.544%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in RC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Soltis Investment Advisors LLC holds $1,848,731 across 3 REIT - Mortgage names. RC ranks #1 (78.7% of the industry book) .
All Filings in RC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,455,814 | 898,651 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,957,018 | 897,715 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $3,603,682 | 931,184 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,316,987 | 987,869 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,345,528 | 1,050,202 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,356,556 | 1,078,674 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,659,012 | 1,134,864 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $9,659,631 | 1,180,884 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,223,636 | 1,229,314 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $13,240,898 | 1,291,795 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $15,103,935 | 1,493,960 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $17,785,254 | 1,576,707 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $17,099,482 | 1,681,365 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $18,973,581 | 1,703,194 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $19,712,646 | 1,944,048 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,904,666 | 2,005,425 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||