Waterfall Asset Management, LLC: summary

Waterfall Asset Management, LLC reported 18 positions with a reported value of $154.84M in its 13F for Q3 2026. Compared with Q2 2026: 5 new positions, 5 exited.

Top positions

• PENNYMAC CORP
• VIVMARK RESIDENTIAL SH BEN INT
• CAMDEN PROPERTY TRUST
• Rithm Capital Corp
• BrightSpire Capital Inc
• MILLROSE PPTYS INC COM CL A
• VICI Properties Inc
• Franklin BSP Realty Trust Inc
• Global Net Lease Inc
• INVENTRUST PPTYS CORP