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Waterfall Asset Management, LLC 13F holdings, Q3 2025

Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →

Waterfall Asset Management, LLC disclosed 17 US equity positions worth $101.9m in its Q3 2025 13F filing. The largest position was REDWOOD TRUST INC at 26.1% of the reported book, followed by RC and APLE. Against the Q2 2025 filing, it opened 6 new positions, added to 7 and reduced 1 among the top 17 holdings.

← Q2 2025 · Q4 2025 →

What did Waterfall Asset Management, LLC own in Q3 2025? Top 17 positions

#StockSectorWeightValueSharesΔ sharesvs Q2 2025
1 REDWOOD TRUST INC 26.1%$26.6m26,563,000 28% added
2 RC READY CAPITAL CORP 14.8%$15.1m3,908,983 0% held
3 APLE APPLE HOSPITALITY REIT INC Real Estate 8.6%$8.8m730,000 82% added
4 AAT AMERICAN ASSETS TR INC 6.3%$6.4m314,643 – new
5 LINE LINEAGE INC 6.2%$6.3m162,409 – new
6 PENNYMAC CORP 5.9%$6.0m5,901,000 -77% reduced
7 RITHM PPTY TR INC 5.4%$5.5m218,613 0% held
8 ELME ELME COMMUNITIES Real Estate 4.2%$4.3m255,041 57% added
9 RITM RITHM CAPITAL CORP Real Estate 4.0%$4.1m360,573 170% added
10 BRSP BRIGHTSPIRE CAPITAL INC 3.4%$3.5m644,158 226% added
11 CPT CAMDEN PPTY TR Real Estate 3.2%$3.3m30,500 – new
12 GNL GLOBAL NET LEASE INC Real Estate 2.7%$2.8m342,259 71% added
13 FVR FRONTVIEW REIT INC 2.6%$2.7m195,000 – new
14 UDR UDR INC Real Estate 2.3%$2.3m62,000 – new
15 DX DYNEX CAP INC Real Estate 1.8%$1.8m150,000 – new
16 PK PARK HOTELS & RESORTS INC Real Estate 1.3%$1.4m122,153 11% added
17 FPAYQ FLEXSHOPPER INC 1.0%$1.0m1,629,544 0% held

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.