Position in RWT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$52,500
-$9,636 QoQ
Shares Held
11,076
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#162
of 228 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RWT Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $869,258 across 4 REIT - Mortgage names. RWT ranks #4 (6.0% of the industry book) .
All Filings in RWT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,500 | 11,076 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $62,136 | 11,076 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $64,701 | 11,700 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $67,991 | 11,743 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $87,131 | 14,743 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $89,502 | 14,745 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $116,371 | 17,821 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $137,184 | 17,747 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $115,035 | 17,725 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $112,749 | 17,700 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $131,157 | 17,700 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $140,461 | 19,700 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $143,962 | 22,600 | Shares | Sole | 2023-07-17 | |
| 2022-12-31 | $153,452 | 22,700 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $130,298 | 22,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $178,293 | 23,125 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $281,414 | 26,725 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $469,893 | 35,625 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $459,206 | 35,625 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $427,579 | 35,425 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $322,710 | 31,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $162,430 | 18,500 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||