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 ($112.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.93. Options: 3 managers hold calls ($316.8k notional), 1 hold puts ($2.4k).
Trends to Q2 2026
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 |
| Q3 2025 | 91 |
| Q4 2025 | 109 |
| Q1 2026 | 116 |
| Q2 2026 | 116 |
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 2024 | 52 | 31 |
| Q4 2024 | 37 | 45 |
| Q1 2025 | 39 | 38 |
| Q2 2025 | 40 | 40 |
| Q3 2025 | 45 | 38 |
| Q4 2025 | 62 | 30 |
| Q1 2026 | 67 | 43 |
| Q2 2026 | 75 | 36 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $189.6k | $8.0k | 0.04 |
| Q4 2025 | $158.5k | $4.3k | 0.03 |
| Q1 2026 | $380.1k | $79.7k | 0.21 |
| Q2 2026 | $316.8k | $2.4k | 0.01 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +332.6k |
| UBS Group AG | Added | +197.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +195.2k |
| BlackRock, Inc. | Added | +149.1k |
| Qube Research & Technologies Ltd | Added | +124.9k |
| PRUDENTIAL FINANCIAL INC | Added | +88.1k |
| Odyssean, LLC | Added | +69.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +69.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +65.5k |
| Cambridge Investment Research Advisors, Inc. | Added | +59.1k |
Biggest sellers
| CITADEL ADVISORS LLC | Sold out | -246.5k |
| MARSHALL WACE, LLP | Sold out | -226.4k |
| JPMORGAN CHASE & CO | Reduced | -185.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -119.9k |
| BAILARD, INC. | Sold out | -89.3k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -76.0k |
| Northern Right Capital Management, L.P. | Sold out | -64.0k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -39.3k |
| Invesco Ltd. | Reduced | -33.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Sold out | -30.4k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $264.5k33.4k shares |
| SIMPLEX TRADING, LLC | Added | $43.6k5.5k shares |
| GROUP ONE TRADING LLC | Reduced | $8.7k1.1k shares |
Biggest puts
| SIMPLEX TRADING, LLC | Reduced | $2.4k300 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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 1 | $277.9k | 1 | $277.5k | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 2.6m $20.7m | Added +149.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.3m $10.4m | Added +56.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 802.2k $6.4m | Added +12.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 695.5k $5.5m | Added +332.6k |
| STATE STREET CORP 0.00% of their portfolio | 633.3k $5.2m | Added +18.8k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 511.5k $4.1m | Added +88.1k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 410.2k $3.2m | Added +124.9k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 319.4k $2.5m | Added +18.6k |
| UBS Group AG 0.00% of their portfolio | 289.3k $2.3m | Added +197.6k |
| TPG GP A, LLC 0.05% of their portfolio | 288.3k $2.3m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 280.3k $2.2m | Added +195.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 256.3k $2.0m | Added +3.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 229.9k $1.8m | Reduced -76.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 213.7k $1.7m | Added +65.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 210.6k $1.7m | Added +11.0k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 206.1k $1.6m | Added +5.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 202.5k $1.6m | Added +37.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 190.6k $1.5m | Added +69.1k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 189.2k $1.5m | Reduced -119.9k |
| MORGAN STANLEY 0.00% of their portfolio | 174.3k $1.4m | Added +6.2k |
| Penserra Capital Management LLC 0.01% of their portfolio | 161.2k $1.3m | Added +11.9k |
| GSA CAPITAL PARTNERS LLP 0.07% of their portfolio | 147.4k $1.2m | Added +37.3k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 116.6k $924.0k | Added +59.1k |
| Odyssean, LLC 0.13% of their portfolio | 101.3k $802.0k | Added +69.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 90.5k $717.0k | Added +1.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 86.8k $687.7k | Added +10.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 76.0k $601.6k | Added +6.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 75.6k $598.9k | Added +31.9k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 72.7k $576.3k | Added +23.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 57.7k $458.0k | Added +4.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 50.7k $401.3k | Added +44.6k |
| Cetera Investment Advisers 0.00% of their portfolio | 49.1k $389.0k | Added +13.6k |
| MARINER INVESTMENT GROUP LLC 0.09% of their portfolio | 48.1k $380.9k | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 48.0k $380.3k | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 46.9k $371.6k | Reduced -33.0k |
| BARCLAYS PLC 0.00% of their portfolio | 45.8k $362.7k | Added +425 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 45.4k $359.4k | Added +3.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 42.8k $338.0k | Reduced -16.0k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 39.0k $309.1k | Reduced -7.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 37.1k $294.2k | Reduced -23.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 35.5k $281.4k | Reduced -7.0k |
| &PARTNERS 0.00% of their portfolio | 35.1k $278.0k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 34.8k $275.7k | Reduced -591 |
| LPL Financial LLC 0.00% of their portfolio | 34.7k $274.5k | Reduced -8.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 31.6k $250.6k | Added +14.6k |
| Campbell & CO Investment Adviser LLC 0.01% of their portfolio | 31.1k $246.0k | Added +1.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 30.3k $240.1k | Added +20.7k |
| RITHOLTZ WEALTH MANAGEMENT 0.00% of their portfolio | 29.9k $237.2k | Added +4.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 29.2k $231.6k | Reduced -14.1k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 26.9k $212.8k | Added +6.4k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 25.5k $201.7k | Added +9.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 25.1k $198.9k | Reduced -39.3k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 22.3k $176.2k | Added +12.7k |
| XTX Topco Ltd 0.00% of their portfolio | 21.7k $172.0k | Reduced -3.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 21.2k $154.8k | Added +900 |
| FMR LLC 0.00% of their portfolio | 20.9k $165.8k | Added +465 |
| Vident Advisory, LLC 0.00% of their portfolio | 20.5k $162.0k | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 19.1k $151.4k | New |
| Graham Capital Management, L.P. 0.00% of their portfolio | 17.9k $142.1k | Added +1.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 16.8k $133.2k | Reduced -8.2k |
| Moors & Cabot, Inc. 0.01% of their portfolio | 16.6k $131.5k | Unchanged |
| Engineers Gate Manager LP 0.00% of their portfolio | 15.7k $124.2k | Reduced -15.4k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 15.4k $122.2k | Reduced -467 |
| Curi Capital, LLC 0.00% of their portfolio | 14.5k $115.2k | Added +384 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 14.4k $114.3k | Added +382 |
| DENALI ADVISORS LLC 0.01% of their portfolio | 14.0k $111.0k | New |
| CITIGROUP INC 0.00% of their portfolio | 13.8k $109.6k | Added +12.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 13.8k $109.3k | Added +45 |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 13.7k $108.6k | Added +2.5k |
| PharVision Advisers, LLC 1.98% of their portfolio | 13.3k $105.1k | Reduced -4.3k |
| Prospera Financial Services Inc 0.00% of their portfolio | 13.1k $103.5k | Added +392 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 12.4k $100.1k | Reduced -185.3k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 11.6k $89.8k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 11.6k $91.7k | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 11.4k $90.1k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 10.7k $84.8k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 10.4k $82.5k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 8.2k $65.2k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.1k $64.2k | Added +481 |
| STRS OHIO 0.00% of their portfolio | 5.4k $42.8k | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 5.1k $40.4k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.5k $27.6k | Added +1.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.2k $25.0k | New |
| Legal & General Group Plc 0.00% of their portfolio | 3.0k $24.0k | Added +620 |
| Arax Advisory Partners 0.00% of their portfolio | 2.9k $22.9k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.8k $22.3k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 1.9k $14.8k | Reduced -1.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.7k $13.5k | Unchanged |
| Inspire Investing, LLC 0.00% of their portfolio | 1.5k $11.9k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 1.3k $10.6k | New |
| MEEDER ASSET MANAGEMENT INC 0.00% of their portfolio | 1.0k $8.3k | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 810 $6.4k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 732 $5.8k | Added +366 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 680 $5.4k | Added +240 |
| Sterling Capital Management LLC 0.00% of their portfolio | 604 $4.8k | Reduced -343 |
| Allworth Financial LP 0.00% of their portfolio | 591 $4.7k | Added +290 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 581 $4.7k | New |
| GAMMA Investing LLC 0.00% of their portfolio | 543 $4.3k | Added +106 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 537 $4.3k | Added +24 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 401 $3.2k | Reduced -1.1k |