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PennyMac Mortgage Investment Trust shares owned by CWM Advisors

Quarter-by-quarter ownership of PennyMac Mortgage Investment Trust (PMT) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in PennyMac Mortgage Investment Trust

Tip: Access up to 7 years of quarterly data

All positions including PennyMac Mortgage Investment Trust held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PennyMac Mortgage Investment Trust by CWM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $454k 37k 12.26
2025-06-30 $390k 30k 12.86
2025-03-31 $341k 23k 14.65
2024-12-31 $401k 32k 12.59
2024-09-30 $410k 29k 14.26
2024-06-30 $352k 26k 13.75
2024-03-31 $359k 24k 14.68
2023-12-31 $382k 26k 14.95
2023-09-30 $306k 25k 12.40

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Prologis (PLD)
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View all positions for CWM Advisors

Top funds holding PennyMac Mortgage Investment Trust

BlackRock
Vanguard Group
T. Rowe Price Investment Management
State Street Corporation
Invesco
Parallax Volatility Advisers
Geode Capital Management
Susquehanna International
Mirae Asset Global Etfs Holdings
Charles Schwab Investment Management
Millennium Management
Robeco Investment Management
Barclays
Citadel Advisors
Northern Trust

View all funds holding PennyMac Mortgage Investment Trust