Position in RITM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,681,429
-$931,714 QoQ
Shares Held
177,366
-26.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.14038767294746457.ToString("F0")%
Shared 0.ToString("F0")%
None 99.85961232705253.ToString("F0")%
Common Shares in RITM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Creative Planning holds $16,811,655 across 24 REIT - Mortgage names. RITM ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
412,920 | $4,141,587 | |
| 2 | NLY |
Annaly Capital Management Inc
|
147,968 | $3,129,523 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
165,971 | $2,858,020 | |
| 4 | RITM |
Rithm Capital Corp.
This page
|
177,366 | $1,681,429 | |
| 5 | BXMT |
Blackstone Mortgage Trust, Inc.
|
28,782 | $551,175 | |
| 6 | RC |
Ready Capital Corp
|
328,679 | $532,459 | |
| 7 | DX |
Dynex Capital Inc
|
35,948 | $458,696 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
24,455 | $407,909 |
All Filings in RITM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,681,429 | 177,366 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,613,143 | 239,738 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,902,060 | 166,994 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $999,627 | 88,541 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $741,410 | 64,752 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $747,767 | 69,046 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $875,187 | 77,109 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $697,769 | 63,957 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $674,063 | 60,400 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $769,781 | 72,077 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $498,854 | 53,698 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $555,633 | 59,426 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $411,040 | 51,380 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $407,666 | 49,898 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $318,090 | 43,455 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $349,360 | 37,485 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $398,694 | 36,311 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $361,633 | 33,766 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $310,860 | 28,260 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $188,936 | 17,841 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $563,355 | 50,076 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $493,053 | 49,603 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $363,688 | 45,747 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $382,422 | 51,470 | 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. | ||||||