Position in RWT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,373,697
-$277,746 QoQ
Shares Held
500,780
+6.0% QoQ
Ownership
0.399%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#30
of 226 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RWT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $2,896,333 across 4 REIT - Mortgage names. RWT ranks #1 (82.0% of the industry book) .
All Filings in RWT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,373,697 | 500,780 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,651,443 | 472,628 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $96,199 | 17,396 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $135,115 | 23,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $84,867 | 14,360 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $73,854 | 11,310 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $83,691 | 11,738 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||