Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rithm Ppty Tr Inc (RPT)

63 + Investors. Track Smart Money conviction in RPT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — RPT

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RPT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🔻

Below peak — only 30% of 3.0Y high

30% of all-time peak
Only 63 funds hold RPT today versus a peak of 212 funds at 2023 Q3 — just 30% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold RPT compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

38 buying33 selling
Last quarter: 38 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new RPT position: 17 → 18 → 3 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 11% medium ■ 21% new
43 out of 63 hedge funds have held RPT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -17%, value -32%

Value
-32%
Shares
-16%
Last quarter: funds added -17% more shares while total portfolio value only changed -32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

22 → 17 → 18 → 3 → 16 new funds/Q
New funds entering each quarter: 17 → 18 → 3 → 16. RPT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 72% veterans vs 23% newcomers

■ 72% veterans ■ 5% 1-2yr ■ 23% new
Entry-cohort mix of 64 holders: 46 (72%) are 2+ year veterans, 3 entered 1–2 years ago, and 15 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
22 of 63 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
1.0
out of 10
Low Exit Risk
Exit risk score 1.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RPT

In 2026 Q1, 38 hedge funds were net buyers of RPT (16 opened a new position, 22 added to an existing one), while 33 reduced or exited (20 trimmed, 13 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 33% of total institutional value in RPT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 63.

Hedge Fund Ownership: RPT

How many hedge funds hold RPT — quarterly history vs. share price
Quarterly hedge fund ownership of RPT vs. share price

Market Analysis: RPT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RPT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Rithm Ppty Tr Inc (RPT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RPT has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
RPT
+8.7%
XLRE
+7.4%

RPT outperformed XLRE by +1.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
RPT
+2.0%
XLRE
+1.5%

Since the filing became public, RPT outperformed XLRE by +0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: RPT
63 + Investors

Track Smart Money conviction in RPT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 63 60 5.0%
13F Shares 5M 7M -16.68%
Total Value $74M $109M -31.95%
New Positions 16 3 +13
Increased Positions 21 5 +16
Closed Positions 13 23 -10
Reduced Positions 20 52 -32
Total Calls 0 2 -100.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: RPT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
Return on Assets (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q1)

63 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RPT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RPT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rithm Capital Corp. 13.03% 655,349 $8.8M
2 Family Manage LLC 0.25% 157,804 $2.1M
3 Magnetar Financial LLC 0.22% 1,639,033 $21.9M
4 Yakira Capital Management, Inc. 0.16% 41,391 $554K
5 KG Capital Management 0.08% 15,599 $109K
6 Shay Capital LLC 0.03% 28,899 $387K
7 Wellington Management Group LLP 0.00% 1,059,359 $14.2M
8 Renaissance Technologies LLC 0.00% 60,017 $804K
9 &Partners 0.00% 14,584 $195K
10 Two Sigma Advisers, LP 0.00% 29,941 $496K
11 Essential Partners LLC 0.00% 170 $2K
12 Raymond James Financial Inc 0.00% 176,065 $2.4M
13 Tower Research Capital LLC (TRC) 0.00% 1,705 $23K
14 Ameritas Investment Partners, Inc. 0.00% 716 $10K
15 Police & Firemen's Retirement System of New Jersey 0.00% 1,801 $24K
16 Vanguard Fiduciary Trust Co 0.00% 46,846 $627K
17 Fmr LLC 0.00% 212,659 $2.8M
18 UBS Group AG 0.00% 56,833 $761K
19 Osaic Holdings, INC. 0.00% 5,751 $77K
20 Vanguard Capital Management LLC 0.00% 310,833 $4.2M
21 BlackRock, Inc. 0.00% 393,226 $5.3M
22 Aqr Capital Management LLC 0.00% 11,638 $156K
23 Strs Ohio 0.00% 1,316 $18K
24 Goldman Sachs Group Inc 0.00% 45,081 $604K
25 New York State Common Retirement Fund 0.00% 3,516 $47K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Rithm Ppty Tr Inc (RPT)

What does the Smart Money Trend signal show for RPT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RPT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RPT?

Slight buying edge — 54% buying: Last quarter: 38 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RPT holders?

Strong quality — 33% AUM from major funds: 22 of 63 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RPT?

68% of holders stayed for 2+ years: 43 out of 63 hedge funds have held RPT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Rithm Ppty Tr Inc (RPT) following the 2026 Q1 hedge fund 13F filings?

As of today, RPT has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLRE sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), RPT has gained +8.7% vs +7.4% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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