SEC 13F Intelligence

REDWOOD TRUST INC

CUSIP 758075AD7

Redwood Trust Inc has 25 institutional holders in Filings Flow’s 13F database, together reporting 33.80M shares worth $24M as of Q4 2022. The largest reported holders are Weitz Investment Management, Inc., K2 Principal Fund, L.P., and Northern Trust Corp.

Institutional Holders
25
Q4 2022
Reported Value
$24M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 21Q4 ’18Q1 ’19: 20Q1 ’19Q2 ’19: 17Q2 ’19Q3 ’19: 18Q3 ’19Q2 ’21: 18Q2 ’21Q4 ’21: 21Q4 ’21Q4 ’22: 25Q4 ’22filingsflow.com
Total reported value
Q4 ’18: $183MQ4 ’18Q1 ’19: $162MQ1 ’19Q2 ’19: $139MQ2 ’19Q3 ’19: $137MQ3 ’19Q2 ’21: $43MQ2 ’21Q4 ’21: $39MQ4 ’21Q4 ’22: $24MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
PIPER SANDLER & CO.$102M AUM3.71%$5M4.77MQ2 2024
K2 PRINCIPAL FUND, L.P.$1.4B AUM1.13%$7M6.6KQ1 2024OLDER
AlphaCentric Advisors LLC$100M AUM0.67%$1M1.19MQ3 2023OLDER
WEITZ INVESTMENT MANAGEMENT, INC.$1.4B AUM0.47%$9M9.00MQ2 2024
SSI INVESTMENT MANAGEMENT LLC$1.4B AUM0.26%$3M3.54MQ4 2023OLDER
Seelaus Asset Management LLC$142M AUM0.24%$234,617236.0KQ2 2024
Catalyst Capital Advisors LLC$5.4B AUM0.11%$5M4.62MQ2 2024
BEACON INVESTMENT ADVISORS LLC$265M AUM0.06%$119,842121.0KQ2 2024
Aequim Alternative Investments LP$5.2B AUM0.04%$1M1.20MQ2 2024
GABELLI FUNDS LLC$14.8B AUM0.02%$2M2.00MQ4 2023OLDER
Stordahl Capital Management, Inc.$486M AUM0.01%$49,57850.0KQ1 2024OLDER
CAPSTONE INVESTMENT ADVISORS, LLC$57.4B AUM0.01%$3M3.25MQ4 2023OLDER
Curi Capital, LLC$5.6B AUM0.01%$205,800210.0KQ3 2023OLDER
MN Wealth Advisors, LLC$206M AUM0.01%$11,93012.0KQ2 2024
Capital Market Strategies LLC$144M AUM0.01%$9,90410.0KQ2 2024
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.00%$603597.0KQ1 2024OLDER
Forum Private Client Group LLC$300M AUM0.00%$9,90410.0KQ2 2024
PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM0.00%$49,52250.0KQ2 2024
Walleye Capital LLC$24.0B AUM0.00%$1M1.50MQ4 2023OLDER
Obermeyer Wealth Partners$2.2B AUM0.00%$54,67855.0KQ2 2024
Focus Partners Advisor Solutions, LLC$9.9B AUM0.00%$24,73925.0KQ4 2023OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$5M50.0KQ2 2024
STIFEL FINANCIAL CORP$108.8B AUM0.00%$672,652674.0KQ2 2024
MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM0.00%$29,886301Q2 2024
UMB Bank, n.a.$7.2B AUM0.00%$24,76125.0KQ2 2024
Invesco Ltd.$653.3B AUM0.00%$1M1.50MQ1 2024OLDER
BARCLAYS PLC$416.3B AUM0.00%$1,0311.03MQ2 2024
Raymond James Financial Services Advisors, Inc.$75.1B AUM0.00%$173,325175.0KQ2 2024
RAYMOND JAMES & ASSOCIATES$164.1B AUM0.00%$158,469160.0KQ2 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$44,56845.0KQ2 2024
Creative Planning$147.4B AUM0.00%$24,90525.0KQ1 2024OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$11,00011.0KQ2 2024
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1010.0KQ2 2024

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.