Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

New Residential Investment shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of New Residential Investment (RITM) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in New Residential Investment

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All positions including New Residential Investment held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New Residential Investment by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $290k 26k 11.39
2025-06-30 $288k 26k 11.29

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Victoryshares Fr (GFLW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding New Residential Investment

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Qube Research & Technologies
Wellington Management Company
Balyasny Asset Management
Charles Schwab Investment Management
LSV Asset Management
Northern Trust
Morgan Stanley
FMR
Nan Shan Life Insurance
Conversant Capital
UBS Group

View all funds holding New Residential Investment