Skip to main content

PennyMac Mortgage Investment Trust

PMT
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001464423

In the last 90 days, PennyMac Mortgage Investment Trust insiders filed 0 open-market purchases and 3 sales; 212 institutions reported holding it in 13F filings for Q2 2026, worth $708.7M in total; no superinvestor holds it.

Other share classesPMTUPMTVPMTWPMT.PAPMT.PBPMT.PC

Q2 2024 vs. Q1 2024

How the institutions holding PennyMac Mortgage Investment Trust changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of PMT: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1902197+9
Shares55.9M94.0K56.9M+1.03M (+1.8%)
Value$818.4M$1.38M$782.2M−$34.9M (−4.3%)

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to PMT in Q2 2024
InstitutionSharesValue% of portfolio
Mirae Asset Global ETFs Holdings Ltd.668,210$9.19M0.02%
Advisors Preferred, LLC291,728$3.97M0.69%
Two Sigma Investments, LP175,837$2.42M0.01%
Graham Capital Management, L.P.92,031$1.27M0.04%
ClearAlpha Technologies LP51,901$713.6K0.28%
Corebridge Financial, Inc.50,405$693.1K0.00%
Franklin Resources Inc49,512$680.8K0.00%
Mercer Global Advisors Inc19,046$675.9K0.00%
TrueMark Investments, LLC36,191$497.6K0.17%
Vestcor Inc30,265$416.0K0.01%
Truist Financial Corp29,578$406.7K0.00%
AlphaCore Capital LLC23,801$327.3K0.08%
Campbell & CO Investment Adviser LLC23,451$322.5K0.03%
QRG Capital Management, Inc.21,943$301.7K0.00%
Two Sigma Advisers, LP21,137$290.6K0.00%
Virtu Financial LLC19,604$270.0K0.02%
Intech Investment Management LLC17,167$236.0K0.00%
Caxton Associates LP16,863$231.9K0.01%
Atria Wealth Solutions, Inc.13,085$179.9K0.00%
Allspring Global Investments Holdings, LLC12,872$177.0K0.00%
Mariner, LLC12,082$166.1K0.00%
Kestra Private Wealth Services, LLC10,168$139.8K0.00%
Advent Capital Management9,120$125.4K0.00%
Meeder Asset Management Inc1,775$24.4K0.00%
Red Tortoise LLC1,000$13.8K0.01%
Optiver Holding B.V.697$9.58K0.00%
Quantbot Technologies LP467$6.42K0.00%
Householder Group Estate & Retirement Specialist, LLC232$3.00K0.00%
Smartleaf Asset Management LLC209$2.86K0.00%
WFA of San Diego, LLC150$2.06K0.00%
Lindbrook Capital, LLC74$1.02K0.00%
Innealta Capital, LLC45$6190.00%
Cornerstone Planning Group LLC39$5140.00%
Coppell Advisory Solutions LLC11$1510.00%

Sold out (25)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q1 2024 and filed for Q2 2024 without it.

Not filed for Q2 2024 yet (2)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PMT in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG93,457$1.37M
Highlander Capital Management, LLC500$7.34K