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PennyMac REIT (PMT)
NYSE
$9.21+$0.04 (+0.45%)
Price as of Sep 11, 2026 8:00 PM EDT- $799.6MMarket Cap
- -14.13%1-Year Change
- REIT - MortgageIndustry
PennyMac REIT (PMT)
$9.21+$0.04 (+0.45%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 17.32% | 15.1M | +38,004 (+0.25%) | Dec 31, 2024 |
BLACKROCK INC. | 17.07% | 14.9M | -172,116 (-1.16%) | Jun 30, 2024 |
BLACKROCK, INC. | 16.71% | 14.6M | +713,037 (+4.89%) | Jun 30, 2026 |
VANGUARD GROUP INC | 10.64% | 9.3M | -152,886 (-1.65%) | Dec 31, 2025 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 7.28% | 6.3M | +931,109 (+14.66%) | Jun 30, 2026 |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.77% | 5.0M | +84,214 (+1.67%) | Jun 30, 2026 |
N/A | 5.77% | 5.0M | +84,214 (+1.67%) | Jun 30, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
FIDELITY SECURITIES FUND | 48.73% | 42.5M | 0 (0.00%) | Apr 30, 2026 |
THOMPSON IM FUNDS INC | 31.08% | 27.1M | 0 (0.00%) | May 31, 2026 |
Columbia Funds Series Trust II | 14.91% | 13.0M | 0 (0.00%) | Apr 30, 2026 |
Intrepid Capital Management Funds Trust | 12.61% | 11.0M | +2.0M (+18.18%) | Jun 30, 2026 |
iSHARES TRUST | 12.19% | 10.6M | +569,268 (+5.36%) | Jun 30, 2026 |
TRI-CONTINENTAL CORP | 11.47% | 10.0M | 0 (0.00%) | Jun 30, 2026 |
Miller Investment Trust | 9.17% | 8.0M | 0 (0.00%) | Jul 31, 2026 |
Current Ownership Distribution
- Mutual Funds1.6B (57.86%)
- Institutions1.2B (42.06%)
- Insiders2.0M (0.07%)
- Other0 (0.00%)
Insider Transactions
- 0.07% (2.0M)Current InsiderOwnership (%, shares)
- 2Number of InsiderBuying (last 12 months)
- $7.2MAmount of InsiderBuying (last 12 months)
- 1Number of InsiderSelling (last 12 months)
- $68,682.10Amount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
Hendry Gregory L Chief Accounting Officer | Sell | Aug 03, 2026 | $22,900.28 | 2,444 | $9.37 | 9,774 |
Perotti Daniel Stanley Chief Financial Officer | In Kind | Mar 12, 2026 | $31,603.62 | 2,658 | $11.89 | 53,277 |
Jones Doug Director, President & CMBO | In Kind | Mar 12, 2026 | $35,194.40 | 2,960 | $11.89 | 98,217 |
SPECTOR DAVID Chairman and CEO | In Kind | Feb 28, 2026 | $70,997.66 | 5,791 | $12.26 | 425,742 |
Jones Doug Director, President & CMBO | In Kind | Feb 28, 2026 | $33,334.94 | 2,719 | $12.26 | 101,177 |
STARK DEREK Chief Legal Officer | In Kind | Feb 28, 2026 | $12,578.76 | 1,026 | $12.26 | 63,470 |
Perotti Daniel Stanley Chief Financial Officer | In Kind | Feb 28, 2026 | $35,909.54 | 2,929 | $12.26 | 55,935 |
Follette James Chief Digital Officer | In Kind | Feb 28, 2026 | $7,184.36 | 586 | $12.26 | 21,527 |
Follette James Chief Digital Officer | In Kind | Feb 24, 2026 | $4,641.30 | 382 | $12.15 | 22,113 |
Tidmore Abbie Chief Revenue Officer | In Kind | Feb 24, 2026 | $5,686.20 | 468 | $12.15 | 41,229 |
ELBAUM MARK Chief Capital Markets Officer | In Kind | Feb 24, 2026 | $15,965.10 | 1,314 | $12.15 | 28,648 |
Jones Doug Director, President & CMBO | In Kind | Feb 24, 2026 | $48,806.55 | 4,017 | $12.15 | 103,896 |
Perotti Daniel Stanley Chief Financial Officer | In Kind | Feb 24, 2026 | $23,182.20 | 1,908 | $12.15 | 58,864 |
STARK DEREK Chief Legal Officer | In Kind | Feb 24, 2026 | $11,591.10 | 954 | $12.15 | 64,496 |
Schultz Renee | Award | Feb 23, 2026 | $0.00 | 10,699 | $0.00 | 44,833 |
STARK DEREK Chief Legal Officer | Award | Feb 23, 2026 | $0.00 | 1,949 | $0.00 | 1,949 |
Jones Doug Director, President & CMBO | Award | Feb 23, 2026 | $0.00 | 5,569 | $0.00 | 5,569 |
Corley Donna M | Award | Feb 23, 2026 | $0.00 | 10,699 | $0.00 | 32,701 |
Tidmore Abbie Chief Revenue Officer | Award | Feb 23, 2026 | $0.00 | 1,263 | $0.00 | 1,263 |
Perotti Daniel Stanley Chief Financial Officer | Award | Feb 23, 2026 | $0.00 | 5,569 | $0.00 | 5,569 |
Follette James Chief Digital Officer | Award | Feb 23, 2026 | $0.00 | 1,113 | $0.00 | 1,113 |
McAllister, Nancy | Award | Feb 23, 2026 | $0.00 | 10,699 | $0.00 | 86,315 |
Tidmore Abbie Chief Revenue Officer | Exempt | Feb 23, 2026 | $0.00 | 1,263 | $0.00 | 0 |
STARK DEREK Chief Legal Officer | Exempt | Feb 23, 2026 | $0.00 | 1,949 | $0.00 | 0 |
Lynch Catherine A. | Award | Feb 23, 2026 | $0.00 | 10,699 | $0.00 | 68,344 |
SPECTOR DAVID Chairman and CEO | Award | Feb 23, 2026 | $0.00 | 11,138 | $0.00 | 11,138 |
Tidmore Abbie Chief Revenue Officer | Award | Feb 23, 2026 | $0.00 | 2,056 | $0.00 | 2,056 |
Perotti Daniel Stanley Chief Financial Officer | Exempt | Feb 23, 2026 | $0.00 | 5,569 | $0.00 | 0 |
Follette James Chief Digital Officer | Exempt | Feb 23, 2026 | $0.00 | 1,113 | $0.00 | 0 |
SPECTOR DAVID Chairman and CEO | Exempt | Feb 23, 2026 | $0.00 | 11,138 | $0.00 | 0 |