Position in RWT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,868,595
-$525,779 QoQ
Shares Held
605,189
+0.0% QoQ
Ownership
0.482%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 228 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $133,237,132 across 13 REIT - Mortgage names. RWT ranks #12 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
1,679,569 | $37,555,162 | |
| 2 | RITM |
Rithm Capital Corp.
|
2,692,907 | $25,286,396 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
791,268 | $12,960,969 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
755,358 | $12,803,317 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
599,580 | $10,462,670 | |
| 6 | EFC |
Ellington Financial Inc.
|
606,012 | $8,247,823 | |
| 7 | TWO-PC |
Two Harbors Investment Corp.
|
507,717 | $6,300,767 | |
| 8 | ABR |
Arbor Realty Trust Inc
|
929,675 | $5,038,837 |
All Filings in RWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,868,595 | 605,189 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,394,374 | 605,058 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $3,338,864 | 603,773 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,614,256 | 624,224 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $3,900,428 | 659,971 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,005,647 | 659,909 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $4,188,406 | 641,410 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $4,817,691 | 623,246 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $4,230,408 | 651,835 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $4,348,837 | 682,706 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $4,577,341 | 617,725 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $4,388,008 | 615,429 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $4,127,039 | 647,887 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $4,617,917 | 685,151 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $4,678,656 | 692,109 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $4,131,112 | 719,706 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $5,733,070 | 743,589 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $7,983,298 | 758,148 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $10,085,245 | 764,613 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $9,946,632 | 771,655 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $9,594,696 | 794,921 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $8,138,984 | 781,843 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $6,760,354 | 769,972 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $6,182,823 | 822,184 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $6,095,341 | 870,763 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $4,388,087 | 867,211 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||