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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

Q1 2025 vs. Q4 2024

How the institutions holding PennyMac Mortgage Investment Trust changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of PMT: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders2013203+5
Shares57.4M280.8K60.4M+3.26M (+5.7%)
Value$724.3M$3.54M$884.4M+$163.7M (+22.7%)

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to PMT in Q1 2025
InstitutionSharesValue% of portfolio
Boston Partners1,033,702$14.8M0.02%
Citadel Advisors LLC951,698$13.9M0.01%
Marshall Wace, LLP687,681$10.1M0.01%
Ieq Capital, LLC521,749$7.64M0.06%
Jane Street Group, LLC284,353$4.17M0.01%
Nuveen, LLC253,449$3.71M0.00%
TrueMark Investments, LLC212,023$3.11M0.81%
XTX Topco Ltd98,765$1.45M0.07%
Jump Financial, LLC94,400$1.38M0.02%
Caxton Associates LLP90,881$1.33M0.05%
Virginia Retirement Systems Et Al85,000$1.25M0.01%
Prevail Innovative Wealth Advisors, LLC63,120$924.7K0.25%
Verition Fund Management LLC59,543$872.3K0.01%
Danske Bank A/S58,440$856.1K0.00%
Advisors Preferred, LLC48,290$705.5K0.09%
Two Sigma Advisers, LP36,137$529.4K0.00%
Counterpoint Mutual Funds LLC22,887$335.3K0.05%
CIBC World Markets Corp19,283$282.5K0.00%
Entropy Technologies, LP17,702$259.3K0.03%
Kestra Private Wealth Services, LLC17,630$258.3K0.00%
Bank of Montreal13,730$201.1K0.00%
J.W. Cole Advisors, Inc.13,224$193.7K0.01%
Quantinno Capital Management LP12,261$179.6K0.00%
SEI Investments Co10,018$146.8K0.00%
Coldstream Capital Management Inc2,749$40.3K0.00%
Aster Capital Management (DIFC) Ltd683$10.0K0.00%
Skopos Labs, Inc.411$6.02K0.00%
Hantz Financial Services, Inc.411$6.00K0.00%
Zions Bancorporation, National Association129$1.89K0.00%
Boston Private Wealth LLC113$1.66K0.00%
Bessemer Group Inc66$1.00K0.00%
Massmutual Trust Co FSB63$9230.00%
Bruce G. Allen Investments, LLC35$5130.00%
Stephens Consulting, LLC25$3670.00%
SRS Capital Advisors, Inc.23$3370.00%
True Wealth Design, LLC14$2060.00%

Sold out (31)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q4 2024 and filed for Q1 2025 without it.

Not filed for Q1 2025 yet (3)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PMT in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC245,297$3.09M
Caxton Associates LP35,490$446.8K
Global Retirement Partners, LLC22$275