Position in RITM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,157,455
-$70,600 QoQ
Shares Held
229,761
-2.2% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#104
of 507 holders
Holding Since
Mar 2020
26 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, 2026Independent Advisor Alliance holds $9,911,533 across 5 REIT - Mortgage names. RITM ranks #3 (21.8% of the industry book) .
All Filings in RITM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,157,455 | 229,761 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,228,055 | 235,027 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,556,780 | 234,567 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,506,426 | 220,055 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,514,034 | 222,678 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,593,367 | 226,495 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,404,324 | 222,006 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,549,993 | 224,669 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,458,556 | 225,349 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,268,281 | 203,251 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,456,485 | 230,008 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,942,269 | 209,071 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,642,402 | 175,658 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,271,728 | 158,966 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,168,064 | 142,970 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $946,585 | 129,315 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,132,249 | 121,486 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,583,096 | 144,180 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,972,278 | 184,153 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,999,184 | 181,744 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,151,040 | 203,120 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,100,487 | 186,710 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,570,201 | 157,968 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,524,221 | 191,726 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $887,327 | 119,425 | 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. | ||||||