Position in RITM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$99,007
-$14,847 QoQ
Shares Held
10,544
-12.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#372
of 507 holders
Holding Since
Mar 2020
22 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, 2026AE Wealth Management LLC holds $3,799,647 across 7 REIT - Mortgage names. RITM ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
130,009 | $2,906,979 | |
| 2 | AGNC |
AGNC Investment Corp.
|
19,216 | $209,454 | |
| 3 | TWO-PC |
Two Harbors Investment Corp.
|
14,754 | $183,093 | |
| 4 | ACRE |
Ares Commercial Real Estate Corp
|
34,811 | $156,640 | |
| 5 | SEVN |
Seven Hills Realty Trust
|
18,578 | $156,596 | |
| 6 | RITM |
Rithm Capital Corp.
This page
|
10,544 | $99,007 | |
| 7 | FBRT |
Franklin BSP Realty Trust, Inc.
|
10,796 | $87,878 |
All Filings in RITM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,007 | 10,544 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $113,854 | 12,010 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $118,489 | 10,403 | Shares | Sole | 2025-11-03 | |
| 2024-09-30 | $113,874 | 10,033 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $176,545 | 16,182 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $113,720 | 10,190 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,117,278 | 291,880 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,553,170 | 274,830 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,351,197 | 251,465 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $215,808 | 26,976 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $226,946 | 27,778 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $261,419 | 35,713 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $395,251 | 42,409 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $367,105 | 33,434 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $395,263 | 36,906 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $401,280 | 36,480 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $357,560 | 33,764 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $368,606 | 32,765 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $352,025 | 35,415 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $330,306 | 41,548 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $369,924 | 49,788 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $464,416 | 92,698 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||