Position in RC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$33,164
+$11,879 QoQ
Shares Held
18,951
+44.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 232 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026HB Wealth Management, LLC holds $1,966,241 across 7 REIT - Mortgage names. RC ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
46,203 | $756,805 | |
| 2 | NLY |
Annaly Capital Management Inc
|
22,647 | $506,386 | |
| 3 | AGNC |
AGNC Investment Corp.
|
19,048 | $207,623 | |
| 4 | LADR |
Ladder Capital Corp
|
20,235 | $201,338 | |
| 5 | RITM |
Rithm Capital Corp.
|
16,063 | $150,831 | |
| 6 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
10,270 | $110,094 | |
| 7 | RC |
Ready Capital Corp
This page
|
18,951 | $33,164 |
All Filings in RC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,164 | 18,951 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $21,285 | 13,139 | Shares | Sole | 2026-04-27 | |
| 2025-03-31 | $174,688 | 34,320 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $222,522 | 32,628 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $262,571 | 34,413 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $271,706 | 33,216 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $293,209 | 32,115 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $329,527 | 32,149 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $315,179 | 31,175 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $351,281 | 31,142 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $286,916 | 28,212 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $315,228 | 28,297 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $286,069 | 28,212 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $336,287 | 28,212 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||