Monitor for any further accumulation by Wellington or potential conversion to a 13D filing if the firm's investment thesis shifts. The incremental increase is modest but consistent with a passive, long-term position.
Price Chart
Executive Summary
Wellington Management Group LLP filed an amended Schedule 13G disclosing a 17.0% passive stake in Redwood Trust Inc as of September 30, 2026, up from the prior filing's 16.9%. The increase of approximately 0.1 percentage points reflects continued accumulation by Wellington's affiliated entities, signaling growing conviction in the REIT.
Key Financial Metrics
Key Facts
- Wellington Management Group LLP reported beneficial ownership of 21,343,055 shares of Redwood Trust Inc common stock, representing 17.0% of shares outstanding as of September 30, 2026.
- This is an amendment to a Schedule 13G, indicating passive investment intent with no activist purpose.
- The prior filing (August 6, 2026) showed 16.9% ownership, reflecting a slight increase of ~0.1 percentage points.
- Wellington Management Company LLP, the investment adviser, directly holds 21,206,163 shares (16.9%), with the remainder held by affiliates Bay Pond Partners L.P. and Bay Pond Investors (Bermuda) L.P.
Financial Impact
Increase in Wellington's stake from 16.9% to 17.0% — approximately 213,430 additional shares acquired since the prior filing.
Risk Factors
- Wellington's passive status could change if it engages with management or seeks board representation, which would require a 13D filing and could signal activist intent.
- A reduction in Wellington's stake in future filings would be a bearish signal for the stock.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000902219-26-000320 |
| Document: 0000902219-26-000320-index.html | 0000902219-26-000320 |
| Document: 0000902219-26-000320.txt | 0000902219-26-000320 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | 8-K | $2.95 $3.11 | ▲ +5.42% | ▲ +5.14% | $3.24 (+9.83%) |
Oct 6, 2026 21d ago | SC 13G/A | $3.44 $3.34 | ▼ −2.91% | ▼ −2.67% | $3.24 (−5.81%) |
Sep 25, 2026 4w ago | SC 13D | $3.72 $3.69 | ▼ −0.81% | ▼ −0.06% | $3.24 (−12.90%) |
Sep 21, 2026 5w ago | Insider Cluster | $4.11 $3.72 | ▼ −9.49% | ▼ −8.77% | $3.24 (−21.17%) |
Sep 18, 2026 5w ago | Insider Cluster | $4.04 $4.11 | ▲ +1.73% | ▲ +1.75% | $3.24 (−19.80%) |
Sep 16, 2026 5w ago | Insider Cluster | $3.89 $3.94 | ▲ +1.29% | ▲ +0.15% | $3.24 (−16.71%) |
Sep 16, 2026 5w ago | SC 13G | $3.89 $3.94 | ▲ +1.29% | ▲ +0.15% | $3.24 (−16.71%) |
Sep 15, 2026 6w ago | Insider Cluster | $3.91 $3.93 | ▲ +0.51% | ▲ +0.19% | $3.24 (−17.14%) |
Sep 10, 2026 6w ago | 8-K | $3.63 $3.55 | ▲ +2.20% | ▲ +3.06% | $3.24 (+10.74%) |
Jul 28, 2026 13w ago | 8-K | $4.67 $4.68 | ▲ +0.21% | ▲ +1.75% | $3.24 (−30.62%) |
US Market Status
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