Simplify Asset Management Inc. ARR — ARMOUR RESIDENTIAL REIT INC

Ownership history in Simplify Asset Management Inc.  ·  8 quarters on record

AI Ownership Summary

Simplify Asset Management Inc. reported ARMOUR RESIDENTIAL REIT INC (ARR) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows ARR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ARR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Simplify Asset Management Inc.'s position in ARMOUR RESIDENTIAL REIT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ARR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ARR stock page Simplify Asset Management Inc. fund profile Simplify Asset Management Inc. full holdings
How Simplify Asset Management Inc. held ARR — position size vs. price
% of Fund (quarterly)    ARR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 53,900 -24,100 -30.9% 0.01% $899K 2026-04-27 $17.61
2025 Q4 ADDED — — — 78,000 +40,500 +108.0% 0.02% $1.4M 2026-02-09 $16.79
2025 Q1 ADDED — — — 37,500 +10,000 +36.4% 0.02% $641K 2025-05-13 $14.32
2024 Q4 ADDED — — — 27,500 +2,500 +10.0% 0.03% $519K 2025-02-11 $15.37
2024 Q3 ADDED — — — 25,000 +10,000 +66.7% 0.02% $510K 2024-11-06 $14.53
2024 Q2 UNCHANGED — — — 15,000 — 0% 0.02% $291K 2024-08-12 $15.04
2024 Q1 UNCHANGED — — — 15,000 — 0% 0.02% $297K 2024-05-13 $13.89
2023 Q4 INITIATED — — — 15,000 — — 0.03% $290K 2024-02-12 $13.38

🏢 Other funds also holding ARR

As of 2026 Q1 — sorted by position size

GraniteShares Advisors LLC 3Y 1.66% Parisi Gray Wealth Management 3Y 7Y 0.11% SeaCrest Wealth Management, LLC 3Y 7Y 0.03% Louisiana State Employees Retirement System 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01% Sterling Capital Management LLC 3Y 7Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% World Investment Advisors 3Y 7Y 0.0% Red Tortoise LLC 3Y 0.0%

FAQ About Simplify Asset Management Inc. and ARR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Simplify Asset Management Inc. reported owning ARR?

Simplify Asset Management Inc. reported ARR across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ARR position in Simplify Asset Management Inc.'s portfolio?

The largest reported portfolio weight for ARR was 0.03% in 2023 Q4.

What is the latest reported ARR position on this page?

The most recent filing on this page is 2026 Q1, when Simplify Asset Management Inc. reported 53,900 shares, equal to 0.01% of portfolio, with an estimated market value of $899K.

What does the chart on this ARR ownership page compare?

The chart compares Simplify Asset Management Inc.'s quarterly ARR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Simplify Asset Management Inc. time their ARR position?

Based on 13F filing dates vs. subsequent ARR price moves, Simplify Asset Management Inc. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on ARR relative to SPY over the holding period was -6.2%.

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