RWT

Redwood Trust Inc Cross-source read$3.55 2.20%
Real EstateCUSIP 758075402· EOD Sep 11, 2026

Among active 13F managers last quarter, 12 opened and 19 added, while 13 reduced; the largest holder to move was Boston Partners (−3.8%). No open-market insider trades in the last 180 days.

Tracked 13F holders
201
91 in Q2 2026 filings
13F value (tracked)
$360.4M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
31 adding · 13 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$3.55 2.20%5Y -71.6%
$2.71$5.74$8.78$11.81$14.84202120222023202420252026261623243028332928302302431262830302729323526293331253535373737394140405060433327
Hover for who · click for detailEnd-of-day closing prices52w $3.55 – $6.68

Who owns RWT?

201 tracked 13F filers · ranked by shares held

201 tracked 13F filers disclose a position in RWT as of the latest SEC 13F filings, a combined $360.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.20.3M
$96.1M
+0.6%
Added · +125K sh
Q2 2026
2Vanguard Capital Management LLC5.6M
$26.4M
−2.3%
Reduced · −130K sh
Q2 2026
3State Street Corp5.2M
$24.7M
+5.1%
Added · +254K sh
Q2 2026
4Geode Capital Management, LLC3.3M
$15.5M
+4.2%
Added · +131K sh
Q2 2026
5Mirae Asset Global Etfs Holdings Ltd.3.2M
$17.7M
+37%
Added · +844K sh
Q1 2026
6Vanguard Portfolio Management LLC3.0M
$14.4M
+4.1%
Added · +119K sh
Q2 2026
7Boston Partners2.5M
$13.8M
−3.8%
Reduced · −96K sh
Q1 2026
8Charles Schwab Investment Management Inc2.2M
$12.2M
+0.3%
Added · +7K sh
Q1 2026
9Raymond James Financial Inc1.8M
$10.0M
+85%
Added · +818K sh
Q1 2026
10Evergreen Capital Management LLC1.7M
$7.9M
−0.1%
Reduced · −2K sh
Q2 2026
11Northern Trust Corp1.4M
$7.8M
+4.0%
Added · +53K sh
Q1 2026
12Morgan Stanley1.0M
$5.6M
−2.0%
Reduced · −21K sh
Q1 2026
13Van Eck Associates Corp976K
$4.6M
−11%
Reduced · −121K sh
Q2 2026
14Jane Street Group, LLC905K
$5.1M
+56%
Added · +326K sh
Q1 2026
15Nordea Investment Management AB877K
$4.8M
New
+877K sh
Q1 2026
16Vanguard Fiduciary Trust Co834K
$4.0M
+4.2%
Added · +33K sh
Q2 2026
17Goldman Sachs Group Inc716K
$4.0M
+120%
Added · +391K sh
Q1 2026
18Bank of New York Mellon Corp712K
$4.0M
−1.4%
Reduced · −10K sh
Q1 2026
19Tran Capital Management, L.P.628K
$3.0M
−11%
Reduced · −78K sh
Q2 2026
20Principal Financial Group Inc605K
$3.4M
+0.2%
Added · +1K sh
Q1 2026
21Prudential Financial Inc573K
$3.2M
+366%
Added · +450K sh
Q1 2026
22UBS Group AG563K
$3.2M
−85%
Reduced · −3.3M sh
Q1 2026
23Segall Bryant & Hamill, LLC562K
$2.7M
New
+562K sh
Q2 2026
24Mariner Investment Group LLC550K
$2.6M
Held
Q2 2026
25Zacks Investment Management501K
$2.4M
+6.0%
Added · +28K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is RWT being bought or sold by institutions?

Last quarter, 12 funds opened a new position in RWT and 19 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
12
funds took a first position
Added
19
added to an existing position
Reduced
13
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own RWT also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA104 funds$304.2B
Apple IncAAPL102 funds$209.3B
Microsoft CorpMSFT102 funds$180.5B
Amazon.com IncAMZN101 funds$138.3B
Eli Lilly & CoLLY100 funds$63.2B
Costco Wholesale CorpCOST99 funds$23.9B
Advanced Micro DevicesAMD98 funds$47.5B
Micron Technology IncMU98 funds$46.3B
Alphabet Inc-CL AGOOGL97 funds$119.0B
Visa Inc-Class A SharesV97 funds$43.0B
Berkshire Hathaway Inc-CL BBRK/B97 funds$25.8B
Cisco Systems IncCSCO97 funds$25.6B

Ranked by how many of RWT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RWT.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Dec 23, 2024Stone Andrew PChief Legal OfficerSell (S)14K$90K
May 30, 2024Carillo BrookeChief Financial OfficerBuy (P)15K$94K
Dec 20, 2022Cochrane Collin L.Chief Accounting OfficerSell (S)12K$80K
Dec 20, 2022Stone Andrew PChief Legal OfficerSell (S)7K$48K
Dec 20, 2021Stone Andrew PChief Legal OfficerSell (S)10K$121K
Nov 5, 2021Macomber Sasha G.Chief Human Resource OfficerBuy (P)933$13K
Aug 11, 2021Carillo BrookeChief Financial OfficerBuy (P)21K$250K
Mar 3, 2021Proctor GeorganneDirectorSell (S)9K$87K
May 21, 2020Byerwalter Mariann HDirectorSell (S)6K$26K
May 15, 2020Matera FredDirectorBuy (P)13K$49K
Dec 27, 2019Proctor GeorganneDirectorSell (S)1K$20K
Dec 20, 2019Stone Andrew PGeneral CounselSell (S)15K$249K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4331
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
RWT is in Real Estate, which smart money is rotating OUT OF
$887.0M

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

91 tracked filers in Q2 2026 filingsstill filing
0101201Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $71.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for RWT

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Ask your agent what changed in RWT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RWT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RWT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RWT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.