AG Mortgage Investment Trust Ownership | Who Owns AG Mortgage Investment Trust?


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AG Mortgage Investment Trust Ownership Summary


AG Mortgage Investment Trust is owned by 8.70% institutional investors, 3.56% insiders, and 87.74% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.86% of MITT shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.95% of its assets in AG Mortgage Investment Trust shares.

MITT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAG Mortgage Investment Trust8.70%3.56%87.74%
SectorReal Estate Stocks 49.33%9.10%41.57%
IndustryMortgage REIT Stocks32.29%4.95%62.75%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de2.33M7.86%$16.88M
Angelo gordon2.32M7.80%$16.77M
Blackrock1.82M6.17%$12.07M
Vanguard group1.56M5.27%$11.33M
Geode capital management699.17K2.36%$5.06M
State street563.51K1.90%$4.20M
Renaissance346.34K1.17%$2.51M
Lsv asset management306.28K1.03%$2.22M
Prudential financial252.12K0.85%$1.83M
Northern trust250.20K0.84%$1.81M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Angelo gordon2.32M2.05%$16.77M
Pale fire capital se30.73K0.02%$222.47K
Bridgeway capital management104.13K0.02%$753.87K
Penserra capital management154.76K0.01%$1.12M
Verus capital partners16.00K0.01%$115.84K
Moors & cabot16.60K0.01%$120.19K
Lsv asset management306.28K0.00%$2.22M
Quest partners9.33K0.00%$67.53K
Renaissance346.34K0.00%$2.51M
Janney montgomery scott188.35K0.00%$1.36M

Top Buyers

HolderShares% AssetsChange
Angelo gordon2.32M2.05%2.03M
Blackrock1.82M0.00%1.30M
O'shaughnessy asset management21.45K0.00%21.45K
Janney montgomery scott188.35K0.00%19.87K
State street563.51K0.00%18.42K

Top Sellers

HolderShares% AssetsChange
Northern right capital management---455.01K
Alphacentric advisors---208.88K
Wolverine asset management---200.53K
Acadian asset management136.63K0.00%-114.42K
First trust advisors lp---95.80K

New Positions

HolderShares% AssetsChangeValue
O'shaughnessy asset management21.45K0.00%21.45K$155.33K
Cambridge investment research advisors16.97K0.00%16.97K$123.00K
Moors & cabot16.60K0.01%16.60K$120.19K
Verus capital partners16.00K0.01%16.00K$115.84K
Ritholtz wealth management13.82K0.00%13.82K$100.09K

Sold Out

HolderChange
Sjs investment consulting-34.00
Rothschild investment-40.00
Coldstream capital management-74.00
Pom investment strategies-79.00
Pacific capital wealth advisors-100.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202532-61.45%2,581,303-72.46%80.87%15-60.53%7-73.08%
Jun 30, 2025892.30%9,656,880-4.38%322.81%392.63%297.41%
Mar 31, 202585-6.59%10,094,281-0.03%342.90%38-13.64%273.85%
Dec 31, 202489-8.25%10,073,687-5.86%342.59%43-20.37%2630.00%
Sep 30, 20249718.29%10,701,3055.39%363.05%54-3.57%2053.85%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF875.20K2.95%-
Vanguard Total Stock Mkt Idx Inv856.32K2.90%-18.89K
iShares Russell 2000 ETF715.04K2.25%-
Fuh Hwa FTSE Mortgage REITs ETF575.95K1.94%575.95K
Vanguard Institutional Extnd Mkt Idx Tr342.18K1.16%-155.92K
iShares Mortgage Real Estate Capped ETF358.36K1.13%-
Fidelity Small Cap Index283.52K0.89%-17.18K
iShares Russell 2000 Value ETF241.96K0.76%-
AlphaCentric Strategic Income I208.88K0.71%-
AlphaCentric Real Income I208.88K0.71%-

Recent Insider Transactions


DateNameRoleActivityValue
Aug 21, 2025Jozoff Matthew-Buy$248.64K
Aug 21, 2025Jozoff Matthew-Sell$248.05K
Aug 20, 2025Jozoff Matthew-Buy$29.40K
Aug 20, 2025Jozoff Matthew-Sell$29.32K
Feb 28, 2024Quateman Lisa G-Buy$24.12K

Insider Transactions Trends


DateBuySell
2025 Q4--
2025 Q322
2025 Q2--
2025 Q1--
2024 Q4--

MITT Ownership FAQ


Who Owns AG Mortgage Investment Trust?

AG Mortgage Investment Trust shareholders are primarily institutional investors at 8.70%, followed by 3.56% insiders and 87.74% retail investors. The average institutional ownership in AG Mortgage Investment Trust's industry, Mortgage REIT Stocks, is 32.29%, which AG Mortgage Investment Trust falls below.

Who owns the most shares of AG Mortgage Investment Trust?

AG Mortgage Investment Trust’s largest shareholders are Blackrock funding, inc. /de (2.33M shares, 7.86%), Angelo gordon (2.32M shares, 7.80%), and Blackrock (1.82M shares, 6.17%). Together, they hold 21.83% of AG Mortgage Investment Trust’s total shares outstanding.

Does Blackrock own AG Mortgage Investment Trust?

Yes, BlackRock owns 6.17% of AG Mortgage Investment Trust, totaling 1.82M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 12.07M$. In the last quarter, BlackRock increased its holdings by 1.3M shares, a 253.53% change.

Who is AG Mortgage Investment Trust’s biggest shareholder by percentage of total assets invested?

Angelo gordon is AG Mortgage Investment Trust’s biggest shareholder by percentage of total assets invested, with 2.05% of its assets in 2.32M AG Mortgage Investment Trust shares, valued at 16.77M$.

Who is the top mutual fund holder of AG Mortgage Investment Trust shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of AG Mortgage Investment Trust shares, with 2.95% of its total shares outstanding invested in 875.2K AG Mortgage Investment Trust shares.

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