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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
Q2 		$199K Buy
42,078
+147
+0.4% +$798 ﹤0.01% 1950
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Concurrent Investment Advisors's RWT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Redwood Trust (RWT) stake by 0.35% in Q2 2026, buying an estimated $798 and bringing the position to 42,078 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Concurrent Investment Advisors first reported a position in RWT in Q2 2024 and has held it in 9 quarters since. The position peaked at $304K in Q3 2024. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Concurrent Investment Advisors held 42,078 shares of Redwood Trust worth $199K as of Q2 2026.
  • Concurrent Investment Advisors bought 147 Redwood Trust shares in Q2 2026, an estimated $798.
  • Redwood Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1950 holding.
  • Concurrent Investment Advisors first reported a position in Redwood Trust in Q2 2024 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's Redwood Trust position peaked at $304K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.