Creative Planning

Position in RITM — Rithm Capital Corp.

CIK 1540235 OVERLAND PARK, KS

Position in RITM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,359,624

-$321,805 QoQ

Shares Held

144,795

-18.4% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#145

of 507 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Creative Planning holds $16,867,120 across 24 REIT - Mortgage names. RITM ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AGNC	AGNC Investment Corp.	381,039	$4,153,324
2	NLY	Annaly Capital Management Inc	147,873	$3,306,440
3	STWD	Starwood Property Trust, Inc.	146,168	$2,394,231
4	RITM	Rithm Capital Corp. This page	144,795	$1,359,624
5	ORC	Orchid Island Capital, Inc.	138,622	$966,194
6	ARR	Armour Residential REIT, Inc.	33,115	$577,856
7	RC	Ready Capital Corp	287,241	$502,671
8	DX	Dynex Capital Inc	33,859	$443,891

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,359,624	144,795	-18.4%	Shares	Defined	2026-08-13
2026-03-31	$1,681,429	177,366	-26.0%	Shares	Defined	2026-05-12
2025-12-31	$2,613,143	239,738	+43.6%	Shares	Sole	2026-02-17
2025-09-30	$1,902,060	166,994	+88.6%	Shares	Defined	2025-11-14
2025-06-30	$999,627	88,541	+36.7%	Shares	Defined	2025-08-08
2025-03-31	$741,410	64,752	-6.2%	Shares	Sole	2025-05-15
2024-12-31	$747,767	69,046	-10.5%	Shares	Defined	2025-02-14
2024-09-30	$875,187	77,109	+20.6%	Shares	Defined	2024-10-11
2024-06-30	$697,769	63,957	+5.9%	Shares	Defined	2024-08-15
2024-03-31	$674,063	60,400	-16.2%	Shares	Sole	2024-05-13
2023-12-31	$769,781	72,077	+34.2%	Shares	Defined	2024-02-14
2023-09-30	$498,854	53,698	-9.6%	Shares	Defined	2023-11-16
2023-06-30	$555,633	59,426	+15.7%	Shares	Defined	2023-07-21
2023-03-31	$411,040	51,380	+3.0%	Shares	Sole	2023-05-15
2022-12-31	$407,666	49,898	+14.8%	Shares	Sole	2023-02-10
2022-09-30	$318,090	43,455	+15.9%	Shares	Sole	2022-11-03
2022-06-30	$349,360	37,485	+3.2%	Shares	Sole	2022-08-15
2022-03-31	$398,694	36,311	+7.5%	Shares	Sole	2022-05-16
2021-12-31	$361,633	33,766	+19.5%	Shares	Sole	2022-02-11
2021-09-30	$310,860	28,260	+58.4%	Shares	Sole	2021-11-10
2021-06-30	$188,936	17,841	-64.4%	Shares	Sole	2021-08-04
2021-03-31	$563,355	50,076	+1.0%	Shares	Sole	2021-04-30
2020-12-31	$493,053	49,603	+8.4%	Shares	Sole	2021-01-29
2020-09-30	$363,688	45,747	-11.1%	Shares	Sole	2020-11-05
2020-06-30	$382,422	51,470	-30.6%	Shares	Sole	2020-07-23
2020-03-31	$371,661	74,184	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.