JFS WEALTH ADVISORS, LLC
Position in PMT — PennyMac Mortgage Investment Trust
CIK 1568068
HERMITAGE, PA
Position in PMT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$586
New position
Shares Held
52
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
of 209 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $13,104 across 16 REIT - Mortgage names. PMT ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RITM |
Rithm Capital Corp.
|
259 | $2,432 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
119 | $2,017 | |
| 3 | LADR |
Ladder Capital Corp
|
181 | $1,800 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
168 | $1,794 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
60 | $982 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
139 | $753 | |
| 7 | PMT |
PennyMac Mortgage Investment Trust
This page
|
52 | $586 | |
| 8 | ADAM |
Adamas Trust, Inc.
|
60 | $562 |
All Filings in PMT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $586 | 52 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||