CIA
RWT

Concurrent Investment Advisors’s Redwood Trust RWT Stock Holding History

Concurrent Investment Advisors’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$235K Buy
41,931
+488
+1% +$2.83K ﹤0.01% 1646
2025
Q4 		$229K Sell
41,443
-82
-0.2% -$451 ﹤0.01% 1564
2025
Q3 		$240K Buy
41,525
+51
+0.1% +$305 ﹤0.01% 1260
2025
Q2 		$245K Buy
41,474
+1,866
+5% +$10.6K ﹤0.01% 1166
2025
Q1 		$240K Buy
39,608
+110
+0.3% +$705 0.01% 1034
2024
Q4 		$258K Buy
39,498
+225
+0.6% +$1.62K 0.01% 886
2024
Q3 		$304K Buy
39,273
+28,655
+270% +$209K 0.01% 774
2024
Q2 		$68.9K Buy
+10,618
New +$66K ﹤0.01% 934

Other funds holding RWT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return