Position in RITM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$116,158
-$95,629 QoQ
Shares Held
12,253
-36.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RITM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026EP Wealth Advisors, LLC holds $242,395 across 2 REIT - Mortgage names. RITM ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
12,586 | $126,237 | |
| 2 | RITM |
Rithm Capital Corp.
This page
|
12,253 | $116,158 |
All Filings in RITM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,158 | 12,253 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $211,787 | 19,430 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $137,602 | 12,188 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||