Valeo Financial Advisors, LLC

Position in RITM — Rithm Capital Corp.

CIK 1722641 CARMEL, IN

Position in RITM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$203,969

-$11,252 QoQ

Shares Held

21,722

+13.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#297

of 507 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $344,895 across 2 REIT - Mortgage names. RITM ranks #1 (59.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	RITM	Rithm Capital Corp. This page	21,722	$203,969
2	AGNC	AGNC Investment Corp.	12,929	$140,926

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,969	21,722	+13.9%	Shares	Sole	2026-07-08
2025-06-30	$215,221	19,063	+1.4%	Shares	Sole	2025-09-12
2024-12-31	$203,549	18,795	0.0%	Shares	Sole	2025-01-30
2024-09-30	$213,323	18,795	0.0%	Shares	Sole	2024-10-10
2024-06-30	$205,053	18,795	0.0%	Shares	Sole	2024-07-10
2024-03-31	$209,752	18,795	0.0%	Shares	Sole	2024-04-25
2023-12-31	$200,730	18,795	-0.1%	Shares	Sole	2024-01-29
2023-09-30	$174,698	18,805	-4.0%	Shares	Sole	2023-10-20
2023-03-31	$156,784	19,598	+9.8%	Shares	Sole	2023-04-17
2022-06-30	$166,408	17,855	+2.0%	Shares	Sole	2022-08-03
2022-03-31	$192,150	17,500	0.0%	Shares	Sole	2022-04-28
2021-12-31	$187,425	17,500	0.0%	Shares	Sole	2022-01-07
2021-09-30	$192,500	17,500	0.0%	Shares	Sole	2021-11-02
2021-06-30	$185,325	17,500	0.0%	Shares	Sole	2021-07-22
2021-03-31	$196,875	17,500	-1.1%	Shares	Sole	2021-04-12
2020-12-31	$175,938	17,700	+1.1%	Shares	Sole	2021-02-11
2020-09-30	$139,125	17,500	0.0%	Shares	Sole	2020-10-28
2020-06-30	$130,025	17,500	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.