Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

WATERFALL ASSET MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

WATERFALL ASSET MANAGEMENT, LLC (CIK 1570717) reported $178.8M across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($61.6M, 34.46%), CPT ($12.9M, 7.19%), AVB ($12.3M, 6.87%), APLE ($10.8M, 6.02%), RITM ($9.7M, 5.44%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PENNYMAC CORP$61.6M34.46%59.3MTrimmed
2CPTCAMDEN PPTY TR$12.9M7.19%131,704Added
3AVBAVALONBAY CMNTYS INC$12.3M6.87%75,150Added
4APLEAPPLE HOSPITALITY REIT INC$10.8M6.02%935,516Added
5RITMRITHM CAPITAL CORP$9.7M5.44%1.0MAdded
6MRPMILLROSE PPTYS INC$9.1M5.09%325,046Added
7BRSPBRIGHTSPIRE CAPITAL INC$8.2M4.61%1.5MAdded
8RCREADY CAPITAL CORP$6.3M3.54%3.9MHold
9PKPARK HOTELS & RESORTS INC$6.1M3.43%581,643Added
10AATAMERICAN ASSETS TR INC$5.1M2.88%279,323Trimmed
11IVTINVENTRUST PPTYS CORP$5.0M2.81%164,962New
12VNOVORNADO RLTY TR$4.4M2.48%170,500New
13DRHDIAMONDROCK HOSPITALITY CO$3.9M2.19%417,789New
14DXDYNEX CAP INC$3.8M2.11%295,000Added
15ESRTEMPIRE ST RLTY TR INC$3.7M2.08%714,535New
16GNLGLOBAL NET LEASE INC$3.7M2.08%397,609Trimmed
17RPT-PCRITHM PPTY TR INC$3.5M1.94%139,481New
18KREFKKR REAL ESTATE FIN TR INC$3.1M1.71%475,154New
19RWT-PAREDWOOD TRUST INC$2.8M1.55%2.7MTrimmed
20LINELINEAGE INC$2.7M1.53%83,600Trimmed
21NSANATIONAL STORAGE AFFILIATES$00.00%0Exited
22FVRFRONTVIEW REIT INC$00.00%0Exited
23ARIAPOLLO COML REAL EST FIN INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-03-31