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 34.03% institutional investors, 6.97% insiders, and 58.99% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.28% of MITT shares. Vanguard Total Stock Mkt Idx Inv 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 Trust34.03%6.97%58.99%
SectorReal Estate Stocks 46.98%8.71%44.31%
IndustryMortgage REIT Stocks29.37%4.78%65.85%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de2.44M8.28%$16.23M
Blackrock1.82M6.17%$12.07M
Vanguard group1.51M5.12%$10.04M
Geode capital management652.55K2.21%$4.34M
Renaissance472.06K1.60%$3.14M
State street467.75K1.59%$3.20M
Angelo gordon288.29K0.98%$1.92M
Ubs group259.18K0.88%$1.72M
Lsv asset management230.70K0.78%$1.53M
Wolverine asset management195.37K0.66%$1.30M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Jacobs asset management100.00K0.40%$665.00K
Angelo gordon288.29K0.38%$1.92M
Pale fire capital se51.20K0.08%$340.49K
Bridgeway capital management104.13K0.02%$692.44K
Wolverine asset management195.37K0.01%$1.30M
Campbell & co investment adviser20.89K0.01%$138.94K
Connor, clark & lunn investment management162.05K0.00%$1.08M
Renaissance472.06K0.00%$3.14M
Sterling capital management44.35K0.00%$294.94K
Lsv asset management230.70K0.00%$1.53M

Top Buyers

HolderShares% AssetsChange
Blackrock1.82M0.00%1.30M
Blackrock funding, inc. /de2.44M0.00%405.88K
Ubs group259.18K0.00%188.98K
State street467.75K0.00%122.92K
Raymond james financial113.01K0.00%113.01K

Top Sellers

HolderShares% AssetsChange
Northern right capital management---455.01K
Alphacentric advisors---208.88K
Renaissance472.06K0.00%-141.50K
Two sigma investments, lp160.18K0.00%-119.91K
Two sigma advisers, lp116.15K0.00%-94.60K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial113.01K0.00%113.01K$751.49K
Intech investment management13.17K0.00%13.17K$87.58K
Bnp paribas arbitrage, snc11.33K-11.33K$75.37K
Strs ohio5.40K0.00%5.40K$35.86K
Rothschild investment40.00-40.00$266.00

Sold Out

HolderChange
Sjs investment consulting-34.00
Pom investment strategies-79.00
Pacific capital wealth advisors-100.00
Newbridge financial services group-166.00
Cypress capital-178.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Jun 30, 2024801.27%10,131,86020.18%342.15%5414.89%13-
Mar 31, 202479-8,430,91419.61%394.20%47-12.96%138.33%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv875.20K2.95%-
Vanguard US Total Market Shares ETF875.20K2.95%-
iShares Russell 2000 ETF729.36K2.46%357.00
Fuh Hwa FTSE Mortgage REITs ETF575.95K1.94%575.95K
Vanguard Institutional Extnd Mkt Idx Tr415.08K1.40%-
iShares Mortgage Real Estate Capped ETF382.82K1.29%-
Fidelity Small Cap Index295.45K1.00%-
iShares Russell 2000 Value ETF236.95K0.80%-
AlphaCentric Strategic Income I208.88K0.71%-
AlphaCentric Real Income I208.88K0.71%-

Recent Insider Transactions


DateNameRoleActivityValue
Feb 28, 2024Quateman Lisa G-Buy$24.12K
Feb 23, 2024Durkin Thomas CEO and PresidentBuy$306.15K
Aug 05, 2022Jozoff Matthew Buy$59.30K
May 10, 2022Jozoff Matthew Buy$222.47K
Nov 29, 2021LaManna Joseph-Buy$51.75K

Insider Transactions Trends


DateBuySell
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q3--
2024 Q2--

MITT Ownership FAQ


Who Owns AG Mortgage Investment Trust?

AG Mortgage Investment Trust shareholders are primarily institutional investors at 34.03%, followed by 6.97% insiders and 59.00% retail investors. The average institutional ownership in AG Mortgage Investment Trust's industry, Mortgage REIT Stocks, is 29.37%, which AG Mortgage Investment Trust exceeds.

Who owns the most shares of AG Mortgage Investment Trust?

AG Mortgage Investment Trust’s largest shareholders are Blackrock funding, inc. /de (2.44M shares, 8.28%), Blackrock (1.82M shares, 6.17%), and Vanguard group (1.51M shares, 5.12%). Together, they hold 19.57% 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?

Jacobs asset management is AG Mortgage Investment Trust’s biggest shareholder by percentage of total assets invested, with 0.40% of its assets in 100K AG Mortgage Investment Trust shares, valued at 665K$.

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

Vanguard Total Stock Mkt Idx Inv 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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