Position in PMT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$281,040
-$226,996 QoQ
Shares Held
24,103
-40.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026HSBC HOLDINGS PLC holds $8,456,965 across 12 REIT - Mortgage names. PMT ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
271,870 | $5,750,048 | |
| 2 | AGNC |
AGNC Investment Corp.
|
67,122 | $673,233 | |
| 3 | MITT |
TPG Mortgage Investment Trust, Inc.
|
49,428 | $361,318 | |
| 4 | RC |
Ready Capital Corp
|
218,578 | $354,096 | |
| 5 | PMT |
PennyMac Mortgage Investment Trust
This page
|
24,103 | $281,040 | |
| 6 | KREF |
KKR Real Estate Finance Trust Inc.
|
45,499 | $278,453 | |
| 7 | SEVN |
Seven Hills Realty Trust
|
28,511 | $234,360 | |
| 8 | STWD |
Starwood Property Trust, Inc.
|
12,341 | $212,511 |
All Filings in PMT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,040 | 24,103 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $508,036 | 40,481 | Shares | Defined | 2026-03-20 | |
| 2025-03-31 | $147,173 | 10,046 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $127,310 | 10,112 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $156,660 | 10,986 | Shares | Defined | 2024-11-14 | |
| 2022-12-31 | $238,197 | 19,225 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $202,333 | 17,176 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $339,097 | 24,519 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $470,369 | 27,849 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $302,963 | 17,482 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $248,763 | 12,634 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $296,609 | 14,084 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $245,627 | 12,532 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $847,750 | 48,195 | Shares | Defined | 2021-02-25 | |
| No filing history on record for this holder in this stock. | ||||||