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Equibles

LPL Financial LLC

Position in RWT — Redwood Trust Inc

CIK 1403438 FORT MILL, SC
Back to RWT Full portfolio

Position in RWT

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$799,050
-$539,187 QoQ
Shares Held
168,576
-29.3% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 228 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 4% Shared 0% None 96%

Common Shares in RWT Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

LPL Financial LLC holds $155,029,200 across 30 REIT - Mortgage names. RWT ranks #17 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AGNC
AGNC Investment Corp.
 5,999,787 $65,397,678
2 NLY
Annaly Capital Management Inc
 1,447,269 $32,360,934
3 STWD
Starwood Property Trust, Inc.
 918,372 $15,042,933
4 RITM
Rithm Capital Corp.
 841,617 $7,902,783
5 DX
Dynex Capital Inc
 530,383 $6,953,321
6 MFA
Mfa Financial, Inc.
 402,827 $3,903,393
7 BXMT
Blackstone Mortgage Trust, Inc.
 220,984 $3,745,678
8 ARI
Apollo Commercial Real Estate Finance, Inc.
 287,236 $3,067,680

All Filings in RWT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $799,050 168,576
2026-03-31 $1,338,237 238,545
2025-12-31 $1,279,520 231,378
2025-09-30 $1,679,389 290,050
2025-06-30 $1,589,370 268,929
2025-03-31 $900,587 148,367
2024-12-31 $949,847 145,459
2024-09-30 $1,005,070 130,022
2024-06-30 $814,903 125,563
2024-03-31 $667,607 104,805
2023-12-31 $782,792 105,640
2023-09-30 $764,328 107,199
2023-06-30 $672,015 105,497
2023-03-31 $727,401 107,923
2022-12-31 $655,895 97,026
2022-09-30 $586,742 102,220
2022-06-30 $686,390 89,026
2022-03-31 $638,718 60,657
2021-12-31 $738,455 55,986
2021-09-30 $532,640 41,322
2021-06-30 $469,366 38,887
2021-03-31 $346,528 33,288
2020-12-31 $223,890 25,500
2020-09-30 $225,103 29,934
2020-06-30 $184,534 26,362
2020-03-31 $264,734 52,319