Adamas Trust (ADAM) Invested Capital (2010 - 2026)
Adamas Trust's (ADAM) quarterly Invested Capital came in at $8.5 billion in Q2 2026, up 388.55% on a YoY basis from $1.7 billion in Q2 2025, and up 0.79% quarter-over-quarter from $8.5 billion in Q1 2026.
Analysis
Adamas Trust (ADAM) Invested Capital (2010 - 2026) Analysis & Trends
Adamas Trust (ADAM) has reported Invested Capital for 17 consecutive years, with $8.5 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Invested Capital rose 388.55% year-over-year to $8.5 billion; the trailing twelve-month figure through Jun 2026 stood at $8.5 billion (up 388.55% YoY), and the FY2025 full-year result was $8.2 billion, up 51.19% from the prior year.
- Invested Capital climbed to $8.5 billion in Q2 2026 per ADAM's latest filing, from $8.5 billion in the prior quarter.
- Across five years, Invested Capital topped out at $8.5 billion in Q2 2026 and bottomed at $1.7 billion in Q2 2025.
- Historically, Invested Capital has averaged $4.0 billion across 5 years, with a median of $2.3 billion in 2022.
- The sharpest annual moves came in 2023 and 2026: Invested Capital slumped 38.91% in 2023, then surged 388.55% in 2026.
- Over 5 years, Invested Capital stood at $3.9 billion in 2022, then sank by 38.91% to $2.4 billion in 2023, then soared by 126.93% to $5.4 billion in 2024, then jumped by 51.19% to $8.2 billion in 2025, then increased by 4.39% to $8.5 billion in 2026.
- According to Business Quant data, Invested Capital over the past three periods registered $8.5 billion, $8.5 billion, and $8.2 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 51.34 Bn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 102.35 Bn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | 25.64 Bn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | - |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | 25.82 Bn |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 1.86 Bn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | 4.48 Bn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | 22.02 Bn |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 2.65 Bn |
| 10 | Adamas Trust | 875.05 Mn | 662.74 Mn | - | 8.54 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.54 Bn |
| Mar 31, 2026 | 8.47 Bn |
| Dec 31, 2025 | 8.18 Bn |
| Sep 30, 2025 | 7.87 Bn |
| Jun 30, 2025 | 1.75 Bn |
| Mar 31, 2025 | 1.77 Bn |
| Dec 31, 2024 | 5.41 Bn |
| Sep 30, 2024 | 1.94 Bn |
| Jun 30, 2024 | 2.03 Bn |
| Mar 31, 2024 | 2.35 Bn |
| Dec 31, 2023 | 2.38 Bn |
| Sep 30, 2023 | 1.99 Bn |
| Jun 30, 2023 | 2.12 Bn |
| Mar 31, 2023 | 2.17 Bn |
| Dec 31, 2022 | 3.90 Bn |
| Sep 30, 2022 | 2.34 Bn |
| Dec 31, 2021 | 3.07 Bn |
| Sep 30, 2021 | 2.56 Bn |
| Jun 30, 2021 | 2.42 Bn |
| Mar 31, 2021 | 2.36 Bn |