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 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


TypeName% Inst% Insiders% Retail
StockNew York Mortgage Trust35.67%1.57%62.76%
SectorReal Estate Stocks 55.71%8.27%36.02%
IndustryMortgage REIT Stocks42.37%4.34%53.29%

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
Emg726.12K2.62%$4.40M
Axs investments265.83K0.45%$1.61M
Almitas capital70.51K0.09%$427.30K
C2p capital advisory group, llc d.b.a. prosperity capital advisors8.13K0.09%$1.02M
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

Top Buyers

HolderShares% AssetsChange
Invesco3.21M0.00%542.00K
Goldman sachs group820.56K0.00%351.88K
Jane street group479.43K0.00%315.04K
Vanguard group6.42M0.00%264.33K
Two sigma investments, lp251.41K0.00%240.60K

Top Sellers

HolderShares% AssetsChange
Brandywine global investment management---915.55K
Mirae asset global investments---833.70K
Emg726.12K2.62%-610.97K
Waterfall asset management---295.80K
Charles schwab investment management1.07M0.00%-257.82K

New Positions

HolderShares% AssetsChangeValue
Penserra capital management154.44K0.02%154.44K$935.00K
Two sigma advisers, lp74.88K0.00%74.88K$453.75K
Centiva capital, lp59.75K0.01%59.75K$362.08K
Illinois municipal retirement fund46.40K0.00%46.40K$281.16K
Virtu financial44.97K0.01%44.97K$273.00K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 2023163-1.81%49,969,8744.16%541.97%725.88%57-8.06%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.94M6.55%3.56K
Allspring Special Small Cap Value A2.96M3.27%-
Vanguard Total Stock Mkt Idx Inv2.83M3.13%-
iShares Russell 2000 ETF2.38M2.63%-46.62K
Invesco KBW High Dividend Yld Fincl ETF2.14M2.36%-
Vanguard Institutional Extnd Mkt Idx Tr1.46M1.62%751.00
iShares Mortgage Real Estate Capped ETF1.37M1.52%10.21K
Global X SuperDividend™ ETF1.05M1.16%-
iShares S&P Small-Cap 600 Value ETF1.01M1.12%-
Fidelity Small Cap Index955.69K1.06%17.44K

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 35.67%, followed by 1.57% insiders and 62.76% retail investors. The average institutional ownership in New York Mortgage Trust's industry, Mortgage REIT Stocks, is 42.37%, 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?

Emg is New York Mortgage Trust’s biggest shareholder by percentage of total assets invested, with 2.62% of its assets in 726.12K New York Mortgage Trust shares, valued at 4.4M$.

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 6.55% of its total shares outstanding invested in 5.94M New York Mortgage Trust shares.

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