HighTower Advisors
PMT

HighTower Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

HighTower Advisors’s Portfolio PMT Stock Details PMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,962
Closed -$201K – 3979
2024
Q4 		$201K Sell
15,962
-16,061
-50% -$217K ﹤0.01% 3197
2024
Q3 		$454K Buy
32,023
+11,509
+56% +$160K ﹤0.01% 2465
2024
Q2 		$285K Buy
20,514
+1,792
+10% +$25.1K ﹤0.01% 2752
2024
Q1 		$272K Buy
18,722
+8,350
+81% +$119K ﹤0.01% 2756
2023
Q4 		$154K Buy
+10,372
New +$139K ﹤0.01% 3086
2020
Q3 		– Sell
-26,717
Closed -$469K – 2657
2020
Q2 		$469K Buy
+26,717
New +$321K ﹤0.01% 1498
2019
Q3 		– Sell
-27,934
Closed -$611K – 2511
2019
Q2 		$611K Buy
+27,934
New +$593K ﹤0.01% 1415
2016
Q3 		– Sell
-29,665
Closed -$479K – 1937
2016
Q2 		$479K Sell
29,665
-123
-0.4% -$1.8K 0.01% 1147
2016
Q1 		$408K Buy
+29,788
New +$395K ﹤0.01% 1472
2015
Q4 		– Sell
-64,091
Closed -$991K – 2115
2015
Q3 		$991K Buy
+64,091
New +$1.05M 0.01% 884
2015
Q1 		– Sell
-35,004
Closed -$738K – 1673
2014
Q4 		$738K Buy
+35,004
New +$753K 0.01% 914
2013
Q3 		– Sell
-68,471
Closed -$494K – 1426
2013
Q2 		$494K Buy
+68,471
New +$1.6M 0.01% 809

Other funds holding PMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HighTower Advisors's PMT Position: Q1 2025 in Review

HighTower Advisors sold out of PennyMac Mortgage Investment (PMT) in Q1 2025, closing a stake of 15,962 shares — an estimated $201K sold.

HighTower Advisors first reported a position in PMT in Q2 2013 and held it in 12 quarters. The position peaked at $991K in Q3 2015. 203 funds tracked by Wall St. Rank hold PMT as of Q1 2025.

  • HighTower Advisors reported no remaining PennyMac Mortgage Investment position as of Q1 2025 after selling out during the quarter.
  • HighTower Advisors sold 15,962 PennyMac Mortgage Investment shares in Q1 2025, an estimated $201K.
  • HighTower Advisors first reported a position in PennyMac Mortgage Investment in Q2 2013 and held it in 12 quarters.
  • HighTower Advisors's PennyMac Mortgage Investment position peaked at $991K in Q3 2015.
  • 203 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.