Cetera Investment Advisers
Position in PMT — PennyMac Mortgage Investment Trust
CIK 1666741
SCHAUMBURG, IL
Position in PMT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$343,970
-$148,190 QoQ
Shares Held
29,500
-24.8% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Cetera Investment Advisers holds $80,848,821 across 26 REIT - Mortgage names. PMT ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,396,384 | $29,533,521 | |
| 2 | RITM |
Rithm Capital Corp.
|
1,447,552 | $13,722,792 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
764,957 | $13,172,559 | |
| 4 | AGNC |
AGNC Investment Corp.
|
1,157,316 | $11,607,879 | |
| 5 | ORC |
Orchid Island Capital, Inc.
|
431,038 | $3,030,197 | |
| 6 | IVR |
Invesco Mortgage Capital Inc.
|
222,127 | $1,794,786 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
59,665 | $1,142,584 | |
| 8 | DX |
Dynex Capital Inc
|
85,519 | $1,091,222 |
All Filings in PMT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $343,970 | 29,500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $492,160 | 39,216 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $472,831 | 38,567 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $546,035 | 42,460 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $871,836 | 59,511 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $691,291 | 54,908 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $892,390 | 62,580 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $991,718 | 72,125 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,035,996 | 70,572 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $251,578 | 16,828 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $178,758 | 14,416 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $200,690 | 14,888 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $157,145 | 12,745 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $146,584 | 10,599 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||