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 32.53% institutional investors, 6.56% insiders, and 60.91% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.93% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	AG Mortgage Investment Trust	32.53%	6.56%	60.91%
Sector	Real Estate Stocks	70.14%	9.14%	20.72%
Industry	Mortgage REIT Stocks	51.49%	5.03%	43.48%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	2.35M	7.93%	$17.77M
Blackrock	1.82M	6.17%	$12.07M
Vanguard group	1.51M	5.12%	$10.04M
Geode capital management	652.55K	2.21%	$4.34M
Renaissance	472.06K	1.60%	$3.14M
State street	467.75K	1.59%	$3.20M
Lsv asset management	291.58K	0.98%	$2.20M
Angelo gordon	288.29K	0.97%	$2.18M
Ubs group	259.18K	0.88%	$1.72M
Acadian asset management	251.05K	0.85%	$1.89M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Angelo gordon	288.29K	0.29%	$2.18M
Pale fire capital se	51.20K	0.04%	$386.57K
Penserra capital management	149.51K	0.02%	$1.13M
Bridgeway capital management	104.13K	0.02%	$692.44K
Bailard	82.00K	0.01%	$619.10K
Lsv asset management	291.58K	0.01%	$2.20M
Renaissance	472.06K	0.00%	$3.14M
Sterling capital management	40.72K	0.00%	$307.44K
Connor, clark & lunn investment management	147.52K	0.00%	$1.11M
Acadian asset management	251.05K	0.00%	$1.89M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	1.82M	0.00%	1.30M
Ubs group	259.18K	0.00%	188.98K
Penserra capital management	149.51K	0.02%	149.51K
State street	467.75K	0.00%	122.92K
Prudential financial	91.05K	0.00%	76.10K

Top Sellers

Holder	Shares	% Assets	Change
Northern right capital management	-	-	-455.01K
Alphacentric advisors	-	-	-208.88K
Wolverine asset management	-	-	-200.53K
Renaissance	472.06K	0.00%	-141.50K
Ieq capital	-	-	-127.00K

New Positions

Holder	Shares	% Assets	Change	Value
Penserra capital management	149.51K	0.02%	149.51K	$1.13M
Ritholtz wealth management	13.82K	0.00%	13.82K	$100.09K
Bnp paribas arbitrage, snc	11.33K	-	11.33K	$75.37K
Strs ohio	5.40K	0.00%	5.40K	$35.86K
Ameritas advisory services	89.00	-	89.00	$672.00

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	89	2.30%	9,656,880	-4.38%	32	2.81%	39	2.63%	29	7.41%
Mar 31, 2025	85	-6.59%	10,094,281	-0.03%	34	2.90%	38	-13.64%	27	3.85%
Dec 31, 2024	89	-8.25%	10,073,687	-5.86%	34	2.59%	43	-20.37%	26	30.00%
Sep 30, 2024	97	18.29%	10,701,305	5.39%	36	3.05%	54	-3.57%	20	53.85%
Jun 30, 2024	80	1.27%	10,131,860	20.18%	34	2.15%	54	14.89%	13	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	875.20K	2.95%	-
Vanguard Total Stock Mkt Idx Inv	856.32K	2.90%	-18.89K
iShares Russell 2000 ETF	715.04K	2.25%	-
Fuh Hwa FTSE Mortgage REITs ETF	575.95K	1.94%	575.95K
Vanguard Institutional Extnd Mkt Idx Tr	342.18K	1.16%	-155.92K
iShares Mortgage Real Estate Capped ETF	358.36K	1.13%	-
Fidelity Small Cap Index	283.52K	0.89%	-17.18K
iShares Russell 2000 Value ETF	241.96K	0.76%	-
AlphaCentric Strategic Income I	208.88K	0.71%	-
AlphaCentric Real Income I	208.88K	0.71%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 21, 2025	Jozoff Matthew	-	Buy	$248.64K
Aug 21, 2025	Jozoff Matthew	-	Sell	$248.05K
Aug 20, 2025	Jozoff Matthew	-	Buy	$29.40K
Aug 20, 2025	Jozoff Matthew	-	Sell	$29.32K
Feb 28, 2024	Quateman Lisa G	-	Buy	$24.12K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	-
2025 Q3	2	2
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 32.53%, followed by 6.56% insiders and 60.91% retail investors. The average institutional ownership in AG Mortgage Investment Trust's industry, Mortgage REIT Stocks, is 51.49%, 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 (2.35M shares, 7.93%), Blackrock (1.82M shares, 6.17%), and Vanguard group (1.51M shares, 5.12%). Together, they hold 19.22% 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 0.29% of its assets in 288.29K AG Mortgage Investment Trust shares, valued at 2.18M$.

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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