AG MTG INVT TR INC MITT
COM NEW · REIT · CUSIP 001228501
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersNew York, NY
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($43.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.56. Options: 5 managers hold calls ($664.5k notional), 4 hold puts ($91.4k).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 50 |
| Q4 2022 | 48 |
| Q1 2023 | 48 |
| Q2 2023 | 50 |
| Q3 2023 | 59 |
| Q4 2023 | 76 |
| Q1 2024 | 79 |
| Q2 2024 | 81 |
| Q3 2024 | 93 |
| Q4 2024 | 88 |
| Q1 2025 | 84 |
| Q2 2025 | 89 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 27 | 19 |
| Q4 2023 | 52 | 18 |
| Q1 2024 | 49 | 28 |
| Q2 2024 | 54 | 37 |
| Q3 2024 | 52 | 31 |
| Q4 2024 | 37 | 45 |
| Q1 2025 | 39 | 38 |
| Q2 2025 | 40 | 40 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $985.5k | $113.9k | 0.12 |
| Q4 2024 | $1.3m | $93.4k | 0.07 |
| Q1 2025 | $962.8k | $172.1k | 0.18 |
| Q2 2025 | $664.5k | $91.4k | 0.14 |
Biggest buyers
| Penserra Capital Management LLC | New | +149.5k |
| VANGUARD GROUP INC | Added | +77.2k |
| PRUDENTIAL FINANCIAL INC | Added | +59.6k |
| LSV ASSET MANAGEMENT | Added | +55.6k |
| UBS Group AG | Added | +50.6k |
| DEUTSCHE BANK AG\ | New | +35.5k |
| STATE STREET CORP | Added | +33.9k |
| AQR CAPITAL MANAGEMENT LLC | New | +31.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +29.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +26.3k |
Biggest sellers
| WOLVERINE ASSET MANAGEMENT LLC | Sold out | -200.5k |
| IEQ CAPITAL, LLC | Sold out | -127.0k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -119.7k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -106.3k |
| BlackRock, Inc. | Reduced | -101.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -98.2k |
| TWO SIGMA ADVISERS, LP | Reduced | -72.5k |
| JACOBS ASSET MANAGEMENT, LLC | Sold out | -70.4k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -55.1k |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | -48.0k |
Biggest calls
| PEAK6 LLC | New | $365.4k48.4k shares |
| CITADEL ADVISORS LLC | Added | $201.6k26.7k shares |
| GROUP ONE TRADING LLC | Added | $78.5k10.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $19.0k2.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $83.8k11.1k shares |
| GROUP ONE TRADING LLC | Added | $7.5k1.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| SIMPLEX TRADING, LLC | Reduced | $0100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-02-05 | 8.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), TPG GP A, LLC (4.6%, 2026-02-20)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 2 | $330.1k | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 2.4m $17.8m | Reduced -101.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.6m $12.0m | Added +77.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 686.9k $5.2m | Added +26.3k |
| STATE STREET CORP 0.00% of their portfolio | 545.1k $4.2m | Added +33.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 366.1k $2.8m | Reduced -55.1k |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 291.6k $2.2m | Added +55.6k |
| ANGELO GORDON & CO., L.P. 0.29% of their portfolio | 288.3k $2.2m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 255.7k $1.9m | Added +59.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 253.9k $1.9m | Reduced -2.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 251.1k $1.9m | Reduced -35.3k |
| UBS Group AG 0.00% of their portfolio | 221.8k $1.7m | Added +50.6k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 168.5k $1.3m | Added +1.4k |
| Penserra Capital Management LLC 0.02% of their portfolio | 149.5k $1.1m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 147.5k $1.1m | Reduced -48.0k |
| MORGAN STANLEY 0.00% of their portfolio | 137.7k $1.0m | Reduced -28.1k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 117.2k $885.2k | Reduced -98.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 113.0k $853.2k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 112.1k $846.7k | Reduced -33.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 104.1k $786.2k | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 102.4k $773.3k | Reduced -106.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 99.9k $753.9k | Reduced -119.7k |
| Invesco Ltd. 0.00% of their portfolio | 95.8k $723.6k | Reduced -7.3k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 95.8k $723.3k | Added +4.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 85.8k $647.7k | Unchanged |
| BAILARD, INC. 0.01% of their portfolio | 82.0k $619.1k | Added +6.2k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 68.3k $516.0k | Reduced -72.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 65.9k $497.6k | Added +1.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 60.8k $459.0k | Added +21.3k |
| BARCLAYS PLC 0.00% of their portfolio | 55.9k $422.0k | Added +17.3k |
| Pale Fire Capital SE 0.04% of their portfolio | 51.2k $386.6k | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 48.2k $365.0k | Added +1.3k |
| Nuveen, LLC 0.00% of their portfolio | 48.0k $362.6k | Reduced -3.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 43.2k $326.2k | Added +1.0k |
| Sterling Capital Management LLC 0.00% of their portfolio | 40.7k $307.4k | Added +260 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 40.3k $306.0k | Added +21.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 35.5k $267.9k | New |
| &PARTNERS 0.00% of their portfolio | 35.1k $265.0k | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 31.3k $236.6k | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 29.3k $221.1k | New |
| LPL Financial LLC 0.00% of their portfolio | 29.2k $220.3k | Added +6.1k |
| Cetera Investment Advisers 0.00% of their portfolio | 28.9k $218.3k | Added +12.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 27.2k $205.5k | Reduced -637 |
| State of Wyoming 0.02% of their portfolio | 24.3k $183.7k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 18.7k $140.8k | Added +1.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 16.5k $124.3k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 15.3k $115.3k | Reduced -1.9k |
| Curi Capital, LLC 0.00% of their portfolio | 14.0k $105.9k | Unchanged |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 13.3k $100.3k | Reduced -3.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 13.2k $99.5k | Reduced -924 |
| Virtu Financial LLC 0.00% of their portfolio | 12.6k $95.0k | New |
| Verition Fund Management LLC 0.00% of their portfolio | 10.8k $81.3k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 10.5k $79.0k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 10.4k $78.6k | New |
| Campbell & CO Investment Adviser LLC 0.00% of their portfolio | 10.0k $75.8k | Reduced -17.3k |
| CITIGROUP INC 0.00% of their portfolio | 9.4k $70.7k | Reduced -10.7k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.7k $65.9k | Added +250 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 5.8k $43.7k | Unchanged |
| STRS OHIO 0.00% of their portfolio | 5.4k $40.8k | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 5.1k $38.5k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 4.7k $36.8k | Reduced -1.6k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.5k $26.5k | Added +1.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 3.5k $26.3k | Reduced -1.7k |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.8k $21.3k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2.7k $20.1k | Reduced -5.4k |
| FMR LLC 0.00% of their portfolio | 2.5k $19.0k | Added +817 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 2.5k $18.9k | New |
| Legal & General Group Plc 0.00% of their portfolio | 2.4k $18.2k | Reduced -149 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 2.1k $15.7k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 2.0k $15.0k | Added +1.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.7k $12.8k | Unchanged |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 1.1k $8.4k | Reduced -1.6k |
| AMALGAMATED BANK 0.00% of their portfolio | 996 $8.0k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 958 $7.2k | Unchanged |
| GABLES CAPITAL MANAGEMENT INC. 0.00% of their portfolio | 516 $3.9k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 455 $3.4k | New |
| SUMMIT SECURITIES GROUP LLC 0.00% of their portfolio | 400 $3.0k | New |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 366 $2.8k | Reduced -366 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 353 $2.7k | Added +210 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 260 $2.1k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 253 $1.9k | Reduced -92 |
| Covestor Ltd 0.00% of their portfolio | 192 $1.0k | Reduced -166 |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 89 $672 | New |
| IFP Advisors, Inc 0.00% of their portfolio | 40 $302 | New |
| CoreCap Advisors, LLC 0.00% of their portfolio | 38 $287 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 30 $227 | New |
| Essential Partners LLC 0.00% of their portfolio | 28 $211 | First filing |
| SWAN Capital LLC 0.00% of their portfolio | 20 $151 | Unchanged |
| True Wealth Design, LLC 0.00% of their portfolio | 5 $38 | Reduced -16 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |