Position in RITM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$170,569
-$11,826 QoQ
Shares Held
18,165
-5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#316
of 510 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RITM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $4,394,477 across 6 REIT - Mortgage names. RITM ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
144,992 | $3,242,021 | |
| 2 | FBRT |
Franklin BSP Realty Trust, Inc.
|
55,515 | $451,892 | |
| 3 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
19,916 | $212,702 | |
| 4 | AGNC |
AGNC Investment Corp.
|
18,365 | $200,178 | |
| 5 | RITM |
Rithm Capital Corp.
This page
|
18,165 | $170,569 | |
| 6 | BRSP |
BrightSpire Capital, Inc.
|
21,489 | $117,115 |
All Filings in RITM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,569 | 18,165 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $182,395 | 19,240 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $170,770 | 15,667 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $173,002 | 15,189 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||