Position in RITM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,358,751
-$62,926 QoQ
Shares Held
144,702
-3.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#146
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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,255,894 across 13 REIT - Mortgage names. RITM ranks #8 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
326,158 | $5,342,468 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
310,284 | $5,259,313 | |
| 3 | AGNC |
AGNC Investment Corp.
|
412,690 | $4,498,321 | |
| 4 | NREF |
NexPoint Real Estate Finance, Inc.
|
281,010 | $4,355,655 | |
| 5 | NLY |
Annaly Capital Management Inc
|
89,907 | $2,010,320 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
239,570 | $1,669,802 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
91,539 | $1,597,355 | |
| 8 | RITM |
Rithm Capital Corp.
This page
|
144,702 | $1,358,751 |
All Filings in RITM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,358,751 | 144,702 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,421,677 | 149,966 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,580,772 | 145,025 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,348,154 | 118,363 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,390,216 | 123,137 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,749,560 | 152,800 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,721,136 | 158,923 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $2,816,320 | 248,134 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,785,366 | 255,304 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,956,730 | 264,940 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $2,915,405 | 272,978 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,647,590 | 177,351 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,667,142 | 178,304 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,570,912 | 196,364 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,758,992 | 215,299 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,537,324 | 210,017 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,462,317 | 156,901 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $1,251,006 | 113,935 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $771,816 | 72,065 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $118,613 | 10,783 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $114,191 | 10,783 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $177,394 | 35,408 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||