Ameritas Advisory Services, LLC
Position in PMT — PennyMac Mortgage Investment Trust
CIK 1901275
LINCOLN, NE
Position in PMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,695
-$3,593 QoQ
Shares Held
239
-51.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 210 holders
Holding Since
Mar 2023
3 quarters on record
Common Shares in PMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $1,965,676 across 6 REIT - Mortgage names. PMT ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
90,513 | $986,591 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
51,747 | $847,615 | |
| 3 | ORC |
Orchid Island Capital, Inc.
|
11,145 | $77,680 | |
| 4 | RITM |
Rithm Capital Corp.
|
4,566 | $42,874 | |
| 5 | KREF |
KKR Real Estate Finance Trust Inc.
|
1,202 | $8,221 | |
| 6 | PMT |
PennyMac Mortgage Investment Trust
This page
|
239 | $2,695 |
All Filings in PMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,695 | 239 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $6,288 | 489 | Shares | Sole | 2025-07-21 | |
| 2023-03-31 | $86,014 | 6,976 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||