New York Mortgage Trust Ownership | Who Owns New York Mortgage Trust?
New York Mortgage Trust Ownership Summary
New York Mortgage Trust is owned by 35.67% institutional investors, 1.57% insiders, and 62.76% 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 6.55% of its assets in New York Mortgage Trust shares.
NYMT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | New York Mortgage Trust | 35.67% | 1.57% | 62.76% |
| Sector | Real Estate Stocks | 55.71% | 8.27% | 36.02% |
| Industry | Mortgage REIT Stocks | 42.37% | 4.34% | 53.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 15.43M | 17.03% | $93.49M |
| Blackrock | 15.08M | 16.55% | $88.06M |
| Vanguard group | 6.42M | 7.09% | $38.92M |
| Allspring global investments | 3.63M | 4.01% | $22.31M |
| State street | 3.44M | 3.78% | $20.77M |
| Invesco | 3.21M | 3.54% | $19.44M |
| Geode capital management | 2.25M | 2.49% | $13.65M |
| Mirae asset global etfs | 1.41M | 1.56% | $8.54M |
| Morgan stanley | 1.11M | 1.22% | $6.48M |
| Charles schwab investment management | 1.07M | 1.19% | $6.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Emg | 726.12K | 2.62% | $4.40M |
| Axs investments | 265.83K | 0.45% | $1.61M |
| Almitas capital | 70.51K | 0.09% | $427.30K |
| C2p capital advisory group, llc d.b.a. prosperity capital advisors | 8.13K | 0.09% | $1.02M |
| Inceptionr | 43.51K | 0.06% | $263.64K |
| Entrypoint capital | 20.94K | 0.05% | $126.88K |
| Wolverine asset management | 631.30K | 0.04% | $3.83M |
| Pale fire capital se | 27.30K | 0.04% | $165.44K |
| Allspring global investments | 3.63M | 0.04% | $22.31M |
| Syon capital | 34.06K | 0.02% | $206.43K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 3.21M | 0.00% | 542.00K |
| Goldman sachs group | 820.56K | 0.00% | 351.88K |
| Jane street group | 479.43K | 0.00% | 315.04K |
| Vanguard group | 6.42M | 0.00% | 264.33K |
| Two sigma investments, lp | 251.41K | 0.00% | 240.60K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Brandywine global investment management | - | - | -915.55K |
| Mirae asset global investments | - | - | -833.70K |
| Emg | 726.12K | 2.62% | -610.97K |
| Waterfall asset management | - | - | -295.80K |
| Charles schwab investment management | 1.07M | 0.00% | -257.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Penserra capital management | 154.44K | 0.02% | 154.44K | $935.00K |
| Two sigma advisers, lp | 74.88K | 0.00% | 74.88K | $453.75K |
| Centiva capital, lp | 59.75K | 0.01% | 59.75K | $362.08K |
| Illinois municipal retirement fund | 46.40K | 0.00% | 46.40K | $281.16K |
| Virtu financial | 44.97K | 0.01% | 44.97K | $273.00K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -7.00 |
| Farther finance advisors | -15.00 |
| International assets investment management | -21.00 |
| Sugarloaf wealth management | -24.00 |
| Front row advisors | -29.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 83 | -47.47% | 32,310,589 | -36.48% | 35 | 1.13% | 35 | -50.70% | 26 | -49.02% |
| Sep 30, 2024 | 157 | -3.09% | 50,864,556 | -1.66% | 56 | 1.74% | 71 | -17.44% | 50 | 25.00% |
| Jun 30, 2024 | 159 | - | 51,697,674 | 3.76% | 56 | 1.90% | 84 | 25.37% | 40 | -25.93% |
| Mar 31, 2024 | 159 | -2.45% | 49,824,277 | -0.29% | 54 | 1.82% | 67 | -6.94% | 54 | -5.26% |
| Dec 31, 2023 | 163 | -1.81% | 49,969,874 | 4.16% | 54 | 1.97% | 72 | 5.88% | 57 | -8.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.94M | 6.55% | 3.56K |
| Allspring Special Small Cap Value A | 2.96M | 3.27% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.83M | 3.13% | - |
| iShares Russell 2000 ETF | 2.38M | 2.63% | -46.62K |
| Invesco KBW High Dividend Yld Fincl ETF | 2.14M | 2.36% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.46M | 1.62% | 751.00 |
| iShares Mortgage Real Estate Capped ETF | 1.37M | 1.52% | 10.21K |
| Global X SuperDividend™ ETF | 1.05M | 1.16% | - |
| iShares S&P Small-Cap 600 Value ETF | 1.01M | 1.12% | - |
| Fidelity Small Cap Index | 955.69K | 1.06% | 17.44K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q2 | - | - |
NYMT Ownership FAQ
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