New York Mortgage Trust Ownership | Who Owns New York Mortgage Trust?


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New York Mortgage Trust Ownership Summary


New York Mortgage Trust is owned by 0.31% institutional investors, 7.22% insiders, and 92.47% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.03% of NYMT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.09% of its assets in New York Mortgage Trust shares.

NYMT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockNew York Mortgage Trust0.31%7.22%92.47%
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. /de15.43M17.03%$93.49M
Blackrock15.08M16.55%$88.06M
Vanguard group6.42M7.09%$38.92M
Allspring global investments3.63M4.01%$22.31M
State street3.44M3.78%$20.77M
Invesco3.21M3.54%$19.44M
Geode capital management2.25M2.49%$13.65M
Mirae asset global etfs1.41M1.56%$8.54M
Morgan stanley1.11M1.22%$6.48M
Charles schwab investment management1.07M1.19%$6.51M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Axs investments265.83K0.45%$1.61M
Almitas capital70.51K0.09%$427.30K
Inceptionr43.51K0.06%$263.64K
Entrypoint capital20.94K0.05%$126.88K
Wolverine asset management631.30K0.04%$3.83M
Pale fire capital se27.30K0.04%$165.44K
Allspring global investments3.63M0.04%$22.31M
Syon capital34.06K0.02%$206.43K
Mirae asset global etfs1.41M0.02%$8.54M
Penserra capital management154.44K0.02%$935.00K

Top Buyers

HolderShares% AssetsChange
Invesco3.21M0.00%542.00K
Goldman sachs group820.56K0.00%351.88K
Vanguard group6.42M0.00%264.33K
Two sigma investments, lp251.41K0.00%240.60K
Morgan stanley1.11M0.00%182.40K

Top Sellers

HolderShares% AssetsChange
Balyasny asset management---978.84K
Brandywine global investment management---915.55K
Mirae asset global investments---833.70K
Emg---726.12K
Jane street group163.78K0.00%-315.65K

New Positions

HolderShares% AssetsChangeValue
Penserra capital management154.44K0.02%154.44K$935.00K
Two sigma advisers, lp74.88K0.00%74.88K$453.75K
Illinois municipal retirement fund46.40K0.00%46.40K$281.16K
Engineers gate manager lp35.66K0.00%35.66K$216.09K
Bnp paribas arbitrage, snc21.49K0.00%21.49K$130.25K

Sold Out

HolderChange
Mendota financial group-7.00
Coppell advisory solutions-9.00
Farther finance advisors-15.00
International assets investment management-21.00
Sugarloaf wealth management-24.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20254-97.69%279,704-99.46%-0.01%3-96.34%1-98.18%
Dec 31, 202483-47.47%32,310,589-36.48%351.13%35-50.70%26-49.02%
Sep 30, 2024157-3.09%50,864,556-1.66%561.74%71-17.44%5025.00%
Jun 30, 2024159-51,697,6743.76%561.90%8425.37%40-25.93%
Mar 31, 2024159-2.45%49,824,277-0.29%541.82%67-6.94%54-5.26%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.50M6.09%-3.43K
Allspring Special Small Cap Value A2.91M3.23%-
Vanguard Total Stock Mkt Idx Inv2.83M3.14%-
Vanguard US Total Market Shares ETF2.83M3.13%-
iShares Russell 2000 ETF2.28M2.53%1.12K
Fuh Hwa FTSE Mortgage REITs ETF1.82M2.00%185.74K
Invesco KBW High Dividend Yld Fincl ETF1.76M1.95%-
Vanguard Institutional Extnd Mkt Idx Tr1.39M1.53%5.16K
Global X SuperDividend™ ETF1.29M1.43%-
iShares Mortgage Real Estate Capped ETF1.20M1.33%-

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q3--
2024 Q2--
2024 Q1--
2023 Q2--

NYMT Ownership FAQ


Who Owns New York Mortgage Trust?

New York Mortgage Trust shareholders are primarily institutional investors at 0.31%, followed by 7.22% insiders and 92.47% retail investors. The average institutional ownership in New York Mortgage Trust's industry, Mortgage REIT Stocks, is 29.37%, which New York Mortgage Trust falls below.

Who owns the most shares of New York Mortgage Trust?

New York Mortgage Trust’s largest shareholders are Blackrock funding, inc. /de (15.43M shares, 17.03%), Blackrock (15.08M shares, 16.55%), and Vanguard group (6.42M shares, 7.09%). Together, they hold 40.67% of New York Mortgage Trust’s total shares outstanding.

Does Blackrock own New York Mortgage Trust?

Yes, BlackRock owns 16.55% of New York Mortgage Trust, totaling 15.08M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 88.06M$. In the last quarter, BlackRock decreased its holdings by -198K shares, a -1.30% change.

Who is New York Mortgage Trust’s biggest shareholder by percentage of total assets invested?

Axs investments is New York Mortgage Trust’s biggest shareholder by percentage of total assets invested, with 0.45% of its assets in 265.83K New York Mortgage Trust shares, valued at 1.61M$.

Who is the top mutual fund holder of New York Mortgage Trust shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of New York Mortgage Trust shares, with 6.09% of its total shares outstanding invested in 5.5M New York Mortgage Trust shares.

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