Position in RPT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$604
+$564 QoQ
Shares Held
42
+1300.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#42
of 51 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $2,377,899 across 36 REIT - Mortgage names. RPT ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
28,559 | $638,579 | |
| 2 | AGNC |
AGNC Investment Corp.
|
57,505 | $626,804 | |
| 3 | IVR |
Invesco Mortgage Capital Inc.
|
60,872 | $480,888 | |
| 4 | CIM |
Chimera Investment Corp
|
10,412 | $138,896 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
7,887 | $129,189 | |
| 6 | BXMT |
Blackstone Mortgage Trust, Inc.
|
6,041 | $102,394 | |
| 7 | RITM |
Rithm Capital Corp.
|
8,529 | $80,087 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
6,202 | $33,800 |
All Filings in RPT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604 | 42 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $40 | 3 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $112 | 31 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $143 | 57 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $7,882 | 672 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $410,328 | 31,180 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $431,733 | 32,004 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $36,967 | 2,848 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $31,043 | 2,848 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||