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New York Mortgage Tr shares owned by Creative Planning

Quarter-by-quarter ownership of New York Mortgage Tr (ADAM) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

All positions including New York Mortgage Tr held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New York Mortgage Tr by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $89k 13k 6.97
2025-03-31 $82k 13k 6.49
2024-09-30 $85k 14k 6.33
2024-06-30 $70k 12k 5.84
2023-06-30 $166k 17k 9.92

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View all positions for Creative Planning

Top funds holding New York Mortgage Tr

BlackRock
Vanguard Group
Allspring Global Investments Holdings
State Street Corporation
Invesco
Geode Capital Management
Mirae Asset Global Etfs Holdings
Charles Schwab Investment Management
Northern Trust
Morgan Stanley
Van Eck Associates Corp.
Bank of New York Mellon
Jpmorgan Chase & Co
Wolverine Asset Management
Two Sigma Investments

View all funds holding New York Mortgage Tr