Position in RITM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$150,831
-$162,568 QoQ
Shares Held
16,063
-51.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#331
of 507 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RITM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026HB Wealth Management, LLC holds $1,966,241 across 7 REIT - Mortgage names. RITM ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
46,203 | $756,805 | |
| 2 | NLY |
Annaly Capital Management Inc
|
22,647 | $506,386 | |
| 3 | AGNC |
AGNC Investment Corp.
|
19,048 | $207,623 | |
| 4 | LADR |
Ladder Capital Corp
|
20,235 | $201,338 | |
| 5 | RITM |
Rithm Capital Corp.
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|
16,063 | $150,831 | |
| 6 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
10,270 | $110,094 | |
| 7 | RC |
Ready Capital Corp
|
18,951 | $33,164 |
All Filings in RITM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,831 | 16,063 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $313,399 | 33,059 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $318,192 | 29,192 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $330,537 | 29,020 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $270,835 | 23,989 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $208,744 | 18,231 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $162,709 | 15,024 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $154,507 | 13,613 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $149,707 | 13,722 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $131,063 | 11,744 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $124,891 | 11,694 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $103,722 | 11,165 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $99,783 | 10,672 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||