Position in RC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,427
+$1,860 QoQ
Shares Held
1,387
+296.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#188
of 232 holders
Holding Since
Dec 2023
8 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, 2026Private Wealth Management Group, LLC holds $18,405 across 10 REIT - Mortgage names. RC ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
570 | $6,213 | |
| 2 | ADAM |
Adamas Trust, Inc.
|
298 | $2,795 | |
| 3 | RC |
Ready Capital Corp
This page
|
1,387 | $2,427 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
136 | $2,305 | |
| 5 | CMTG |
Claros Mortgage Trust, Inc.
|
514 | $1,207 | |
| 6 | ACR |
ACRES Commercial Realty Corp.
|
64 | $1,138 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
40 | $698 | |
| 8 | NLY |
Annaly Capital Management Inc
|
28 | $626 |
All Filings in RC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,427 | 1,387 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $567 | 350 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,375 | 631 | Shares | Sole | 2026-01-23 | |
| 2024-12-31 | $306 | 45 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,159 | 283 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,208 | 270 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $410 | 45 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $461 | 45 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||