Position in RWT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$119,211
-$21,880 QoQ
Shares Held
25,150
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#135
of 228 holders
Holding Since
Dec 2025
3 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $2,559,442 across 5 REIT - Mortgage names. RWT ranks #4 (4.7% of the industry book) .
All Filings in RWT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,211 | 25,150 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $141,091 | 25,150 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $276,776 | 50,050 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||