Independent Advisor Alliance

Position in RITM — Rithm Capital Corp.

CIK 1696899 CHARLOTTE, NC

Position in RITM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,228,055

-$328,725 QoQ

Shares Held

235,027

+0.2% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Independent Advisor Alliance holds $9,985,176 across 5 REIT - Mortgage names. RITM ranks #3 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEVN	Seven Hills Realty Trust	376,834	$3,097,575
2	MFA	Mfa Financial, Inc.	236,410	$2,264,806
3	RITM	Rithm Capital Corp. This page	235,027	$2,228,055
4	NLY	Annaly Capital Management Inc	64,660	$1,367,558
5	AGNC	AGNC Investment Corp.	102,411	$1,027,182

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,228,055	235,027	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$2,556,780	234,567	+6.6%	Shares	Sole	2026-02-04
2025-09-30	$2,506,426	220,055	-1.2%	Shares	Sole	2025-11-04
2025-06-30	$2,514,034	222,678	-1.7%	Shares	Sole	2025-08-11
2025-03-31	$2,593,367	226,495	+2.0%	Shares	Sole	2025-05-12
2024-12-31	$2,404,324	222,006	-1.2%	Shares	Sole	2025-02-07
2024-09-30	$2,549,993	224,669	-0.3%	Shares	Sole	2024-11-13
2024-06-30	$2,458,556	225,349	+10.9%	Shares	Sole	2024-08-12
2024-03-31	$2,268,281	203,251	-11.6%	Shares	Sole	2024-05-08
2023-12-31	$2,456,485	230,008	+10.0%	Shares	Sole	2024-02-08
2023-09-30	$1,942,269	209,071	+19.0%	Shares	Sole	2023-10-24
2023-06-30	$1,642,402	175,658	+10.5%	Shares	Sole	2023-07-28
2023-03-31	$1,271,728	158,966	+11.2%	Shares	Sole	2023-05-12
2022-12-31	$1,168,064	142,970	+10.6%	Shares	Sole	2023-02-13
2022-09-30	$946,585	129,315	+6.4%	Shares	Sole	2022-11-04
2022-06-30	$1,132,249	121,486	-15.7%	Shares	Sole	2022-08-04
2022-03-31	$1,583,096	144,180	-21.7%	Shares	Sole	2022-05-06
2021-12-31	$1,972,278	184,153	+1.3%	Shares	Sole	2022-02-11
2021-09-30	$1,999,184	181,744	-10.5%	Shares	Sole	2021-11-01
2021-06-30	$2,151,040	203,120	+8.8%	Shares	Sole	2021-08-12
2021-03-31	$2,100,487	186,710	+18.2%	Shares	Sole	2021-05-14
2020-12-31	$1,570,201	157,968	-17.6%	Shares	Sole	2021-02-11
2020-09-30	$1,524,221	191,726	+60.5%	Shares	Sole	2020-11-04
2020-06-30	$887,327	119,425	+213.3%	Shares	Sole	2020-08-06
2020-03-31	$191,001	38,124	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.