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Redwood Trust Inc (RWT)

CUSIP: 758075402 | NYSE | Real Estate · REIT - Mortgage | Small Cap | 928 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AWellington Management Group LLP21,343,05517.0%+7,204,770Sep 30, 20268,735,371 sh (Jun 30, 2026)
13DAmster Howard
with Howard Amster 2019 Charitable Remainder Unitrust #1 U/A DTD 05/20/2019, Pleasant Lake Apartments Limited Partnership, Howard Amster Foundation, +15 more
11,269,6349.0%New 5%+ stakeSep 18, 2026No 13F filer matched
13GBay Pond Partners, L.P.7,151,5395.7%New 5%+ stakeSep 10, 2026No 13F filer matched
13GBay Pond Investors (Bermuda) L.P.6,379,4155.1%New 5%+ stakeAug 14, 2026No 13F filer matched
13G/ABlackRock, Inc.11,143,8618.9%New 5%+ stakeJul 31, 202620,284,103 sh (Jun 30, 2026)
13G/AWellington Management Group LLP21,343,055
17.0% of class · Sep 30, 2026+7,204,770
8,735,371 sh (Jun 30, 2026)
13DAmster Howard11,269,634
9.0% of class · Sep 18, 2026New 5%+ stake
with Howard Amster 2019 Charitable Remainder Unitrust #1 U/A DTD 05/20/2019, Pleasant Lake Apartments Limited Partnership, Howard Amster Foundation, +15 more
No 13F filer matched
13GBay Pond Partners, L.P.7,151,539
5.7% of class · Sep 10, 2026New 5%+ stake
No 13F filer matched
13GBay Pond Investors (Bermuda) L.P.6,379,415
5.1% of class · Aug 14, 2026New 5%+ stake
No 13F filer matched
13G/ABlackRock, Inc.11,143,861
8.9% of class · Jul 31, 2026New 5%+ stake
20,284,103 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Mariner Investment Group LLC640,361
0.4% of portfolio›$2.5M
Tran Capital Management, L.P.627,867
0.3% of portfolio›$2.4M
Bank of New York Mellon Corp385,588
0.0% of portfolio›$1.5M
PVG Asset Management Corp340,507
0.9% of portfolio›$1.3M
Virginia Retirement Systems ET Al256,400
0.0% of portfolio›$994.8K
Wedbush Securities Inc194,513
0.0% of portfolio›$755
Brighton Jones LLC170,618
0.0% of portfolio›$662.0K
Inspire Investing, LLC163,001
0.0% of portfolio›$632.4K
Evergreen Capital Management LLC140,408
0.0% of portfolio›$544.8K
Simplex Trading, LLC88,395
0.0% of portfolio›$343.0K
Cambridge Investment Research Advisors, Inc.81,233
0.0% of portfolio›$315
Concurrent Investment Advisors, LLC42,363
0.0% of portfolio›$164.4K
Nisa Investment Advisors, LLC41,409
0.0% of portfolio›$160.7K
Arizona State Retirement System35,271
0.0% of portfolio›$136.9K
Strs Ohio34,500
0.0% of portfolio›$133.9K
Creative Planning30,563
0.0% of portfolio›$118.6K
Keudell ison Wealth Management23,000
0.0% of portfolio›$89.2K
Abel Hall, LLC18,753
0.0% of portfolio›$72.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management16,375
0.0% of portfolio›$63.5K
Prudent Man Advisors, LLC16,275
0.0% of portfolio›$63.1K
ProShare Advisors LLC15,851
0.0% of portfolio›$61.5K
Sculati Wealth Management, LLC15,744
0.0% of portfolio›$48.2K
Pictet Asset Management Holding SA15,374
0.0% of portfolio›$59.7K
Citigroup Inc14,356
0.0% of portfolio›$55.7K
Evanson Financial, LLC14,000
0.0% of portfolio›$54.3K
Commerce Advisors, LLC13,200
0.0% of portfolio›$51.2K
Xponance LLC12,862
0.0% of portfolio›$49.9K
Parkside Financial Bank & Trust12,349
0.0% of portfolio›$47.9K
Commonwealth Equity Services, LLC12,066
0.0% of portfolio›$46.8K
TMB Capital Partners, LLC11,500
0.0% of portfolio›$44.6K
Range Financial Group LLC10,977
0.0% of portfolio›$42.6K
Clear Creek Financial Management, LLC10,911
0.0% of portfolio›$42.3K
Atria Investments, Inc10,083
0.0% of portfolio›$39.1K
Farther Finance Advisors, LLC5,456
0.0% of portfolio›$21.2K
Gamma Investing LLC3,967
0.0% of portfolio›$15.4K
Signaturefd, LLC2,677
0.0% of portfolio›$10.4K
KFG LLC2,455
0.0% of portfolio›$9.5K
Sterling Capital Management LLC2,440
0.0% of portfolio›$9.5K
SJS Investment Consulting Inc.2,223
0.0% of portfolio›$8.6K
Pinnacle Wealth Planning Services, Inc.1,261
0.0% of portfolio›$4.9K
IFP Advisors, Inc1,077
0.0% of portfolio›$4.2K
US Bancorp \de\1,055
0.0% of portfolio›$4.1K
Triumph Capital Management1,000
0.0% of portfolio›$3.9K
Parallel Advisors, LLC880
0.0% of portfolio›$3.4K
Versant Capital Management, Inc865
0.0% of portfolio›$3.4K
Caitong International Asset Management Co., Ltd755
0.0% of portfolio›$2.9K
Atlantic Edge Private Wealth Management, LLC600
0.0% of portfolio›$2.3K
Wolverine Asset Management LLC492
0.0% of portfolio›$1.9K
Larson Financial Group LLC474
0.0% of portfolio›$1.8K
Community Financial Services Group, LLC465
0.0% of portfolio›$1.7K
WPG Advisers, LLC272
0.0% of portfolio›$1.1K
Bell Investment Advisors, Inc245
0.0% of portfolio›$951
North Point Portfolio Managers Corp200
0.0% of portfolio›$776
Essential Partners LLC181
0.0% of portfolio›$702
Spire Wealth Management167
0.0% of portfolio›$648
Asset Dedication, LLC100
0.0% of portfolio›$388
First Horizon Corp100
0.0% of portfolio›$388
Covestor Ltd27
0.0% of portfolio›$0
EverSource Wealth Advisors, LLC7
0.0% of portfolio›$27
Cullen T Bankers, Inc.1
0.0% of portfolio›$4
StyleTurnoverLocationFiled
Mariner Investment Group LLC
640,361$2.5M0.4%ETFHighNew York, NY2026-11-04
Tran Capital Management, L.P.
627,867$2.4M0.3%MomentumMediumSan Rafael, CA2026-10-19
Bank of New York Mellon Corp
385,588$1.5M0.0%CoreLowNew York, NY2026-11-05
PVG Asset Management Corp
340,507$1.3M0.9%GrowthMediumGolden, CO2026-10-19
Virginia Retirement Systems ET Al
256,400$994.8K0.0%CoreMediumRichmond, VA2026-10-28
Wedbush Securities Inc
194,513$7550.0%CoreLowPasadena, CA2026-10-22
Brighton Jones LLC
170,618$662.0K0.0%CoreVery LowSeattle, WA2026-11-03
Inspire Investing, LLC
163,001$632.4K0.0%GARPHighMeridian, ID2026-10-22
Evergreen Capital Management LLC
140,408$544.8K0.0%GARPMediumBellevue, WA2026-10-23
Simplex Trading, LLC
88,395$343.0K0.0%CoreVery HighChicago, IL2026-11-04
Cambridge Investment Research Advisors, Inc.
81,233$3150.0%ETFLowFairfield, IA2026-11-02
Concurrent Investment Advisors, LLC
42,363$164.4K0.0%GrowthMediumTampa, FL2026-10-16
Nisa Investment Advisors, LLC
41,409$160.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Arizona State Retirement System
35,271$136.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
34,500$133.9K0.0%CoreMediumColumbus, OH2026-10-30
Creative Planning
30,563$118.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Keudell ison Wealth Management
23,000$89.2K0.0%ETFMediumSalem, OR2026-10-16
Abel Hall, LLC
18,753$72.8K0.0%CoreMediumBaton Rouge, LA2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
16,375$63.5K0.0%GrowthVery LowSeattle, WA2026-10-27
Prudent Man Advisors, LLC
16,275$63.1K0.0%GrowthLowNaperville, IL2026-11-03
ProShare Advisors LLC
15,851$61.5K0.0%GrowthLowBethesda, MD2026-10-29
Sculati Wealth Management, LLC
15,744$48.2K0.0%CoreLowBloomfield Hills, MI2026-10-19
Pictet Asset Management Holding SA
15,374$59.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Citigroup Inc
14,356$55.7K0.0%CoreMediumNew York, NY2026-11-04
Evanson Financial, LLC
14,000$54.3K0.0%ETFN/AMclean, VA2026-10-23
Commerce Advisors, LLC
13,200$51.2K0.0%ETFLowMemphis, TN2026-10-19
Xponance LLC
12,862$49.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Parkside Financial Bank & Trust
12,349$47.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Commonwealth Equity Services, LLC
12,066$46.8K0.0%ETFLowWaltham, MA2026-11-02
TMB Capital Partners, LLC
11,500$44.6K0.0%MomentumMediumLittle Rock, AR2026-10-20
Range Financial Group LLC
10,977$42.6K0.0%GARPMediumTigard, OR2026-10-21
Clear Creek Financial Management, LLC
10,911$42.3K0.0%ETFMediumSilverdale, WA2026-10-28
Atria Investments, Inc
10,083$39.1K0.0%CoreMediumCharlotte, NC2026-10-15
Farther Finance Advisors, LLC
5,456$21.2K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
3,967$15.4K0.0%IndexVery LowFoster City, CA2026-10-08
Signaturefd, LLC
2,677$10.4K0.0%IndexLowAtlanta, GA2026-10-23
KFG LLC
2,455$9.5K0.0%ETFN/ARapid City, SD2026-11-02
Sterling Capital Management LLC
2,440$9.5K0.0%GARPMediumCharlotte, NC2026-10-22
SJS Investment Consulting Inc.
2,223$8.6K0.0%ETFVery LowSylvania, OH2026-10-26
Pinnacle Wealth Planning Services, Inc.
1,261$4.9K0.0%GARPLowMansfield, OH2026-10-27
IFP Advisors, Inc
1,077$4.2K0.0%GrowthLowTampa, FL2026-10-16
US Bancorp \de\
1,055$4.1K0.0%IndexLowMinneapolis, MN2026-11-05
Triumph Capital Management
1,000$3.9K0.0%ETFMediumDenver, CO2026-10-14
Parallel Advisors, LLC
880$3.4K0.0%IndexLowSan Francisco, CA2026-11-03
Versant Capital Management, Inc
865$3.4K0.0%GARPLowPhoenix, AZ2026-10-02
Caitong International Asset Management Co., Ltd
755$2.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Atlantic Edge Private Wealth Management, LLC
600$2.3K0.0%CoreLowJacksonville, FL2026-10-20
Wolverine Asset Management LLC
492$1.9K0.0%Deep ValueVery HighChicago, IL2026-11-02
Larson Financial Group LLC
474$1.8K0.0%GrowthLowSt Louis, MO2026-11-05
Community Financial Services Group, LLC
465$1.7K0.0%GrowthLowNewport, VT2026-10-15
WPG Advisers, LLC
272$1.1K0.0%CoreLowBaltimore, MD2026-10-27
Bell Investment Advisors, Inc
245$9510.0%ETFVery LowOrinda, CA2026-10-29
North Point Portfolio Managers Corp
200$7760.0%GrowthLowOrange Village, OH2026-10-07
Essential Partners LLC
181$7020.0%ValueMediumRancho Santa Fe, CA2026-10-14
Spire Wealth Management
167$6480.0%GrowthMediumMclean, VA2026-10-30
Asset Dedication, LLC
100$3880.0%ETFLowSan Francisco, CA2026-11-03
First Horizon Corp
100$3880.0%CoreLowMemphis, TN2026-10-26
Covestor Ltd
27$00.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
7$270.0%CoreMediumBirmingham, AL2026-11-04
Cullen T Bankers, Inc.
1$40.0%GrowthLowSan Antonio, TX2026-10-28