Position in RWT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$124,467
New position
Shares Held
26,259
first reported quarter
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#130
of 223 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Summit Financial, LLC holds $11,558,612 across 7 REIT - Mortgage names. RWT ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVR |
Invesco Mortgage Capital Inc.
|
388,455 | $3,068,794 | |
| 2 | DX |
Dynex Capital Inc
|
222,311 | $2,914,497 | |
| 3 | CHMI |
Cherry Hill Mortgage Investment Corp
|
1,020,091 | $2,366,611 | |
| 4 | AGNC |
AGNC Investment Corp.
|
187,163 | $2,040,076 | |
| 5 | NLY |
Annaly Capital Management Inc
|
36,967 | $826,582 | |
| 6 | RITM |
Rithm Capital Corp.
|
23,172 | $217,585 | |
| 7 | RWT |
Redwood Trust Inc
This page
|
26,259 | $124,467 |
All Filings in RWT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,467 | 26,259 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||