ARMOUR RESIDENTIAL REIT INC ARR
COM SHS · REIT · CUSIP 042315705 · ISIN US0423157058
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersVero Beach, FL
- 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 ($337.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $17.45. Options: 7 managers hold calls ($30.3m notional), 6 hold puts ($8.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1 |
| Q4 2022 | 1 |
| Q1 2023 | 0 |
| Q2 2023 | 0 |
| Q3 2023 | 11 |
| Q4 2023 | 152 |
| Q1 2024 | 154 |
| Q2 2024 | 160 |
| Q3 2024 | 171 |
| Q4 2024 | 181 |
| Q1 2025 | 192 |
| Q2 2025 | 198 |
| Q3 2025 | 210 |
| Q4 2025 | 222 |
| Q1 2026 | 225 |
| Q2 2026 | 249 |
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 | 94 | 55 |
| Q4 2024 | 95 | 66 |
| Q1 2025 | 123 | 58 |
| Q2 2025 | 134 | 71 |
| Q3 2025 | 148 | 67 |
| Q4 2025 | 122 | 92 |
| Q1 2026 | 109 | 94 |
| Q2 2026 | 167 | 53 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $37.7m | $32.0m | 0.85 |
| Q4 2025 | $29.8m | $29.5m | 0.99 |
| Q1 2026 | $22.2m | $16.2m | 0.73 |
| Q2 2026 | $30.3m | $8.4m | 0.28 |
Biggest buyers
| BlackRock, Inc. | Added | +2.7m |
| MORGAN STANLEY | Added | +1.6m |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +923.4k |
| JUPITER ASSET MANAGEMENT LTD | Added | +918.7k |
| STATE STREET CORP | Added | +619.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +498.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +438.5k |
| AMERIPRISE FINANCIAL INC | Added | +427.2k |
| Columbus Macro, LLC | New | +374.8k |
| ENVESTNET ASSET MANAGEMENT INC | New | +374.6k |
Biggest sellers
| MARSHALL WACE, LLP | Reduced | -672.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -426.4k |
| CITADEL ADVISORS LLC | Reduced | -316.0k |
| FIRST TRUST ADVISORS LP | Reduced | -272.1k |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | -250.7k |
| JPMORGAN CHASE & CO | Reduced | -189.4k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -117.1k |
| Qube Research & Technologies Ltd | Sold out | -75.8k |
| Engineers Gate Manager LP | Reduced | -70.3k |
| PEAK6 LLC | Sold out | -60.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.9m626.4k shares |
| CITADEL ADVISORS LLC | Added | $8.5m486.8k shares |
| IMC-Chicago, LLC | Added | $3.7m213.0k shares |
| JANE STREET GROUP, LLC | Reduced | $3.0m171.5k shares |
| GROUP ONE TRADING LLC | Added | $1.5m84.2k shares |
| SIMPLEX TRADING, LLC | Added | $1.3m76.5k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.3m75.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $3.9m221.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.5m143.5k shares |
| IMC-Chicago, LLC | Reduced | $1.3m75.7k shares |
| JANE STREET GROUP, LLC | Reduced | $495.6k28.4k shares |
| GROUP ONE TRADING LLC | Reduced | $127.4k7.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $87.2k5.0k 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 +2.0 pts · filed 2026-07-27 | 16.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
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 | 2 | $246.3k | 1 | $466.7k | — |
| Q1 2025 | 0 | — | 1 | $45.2k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $123.4k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 1 | $10.1k | 1 | $564.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-29 | Losyev Sergey Co-Chief Investment Officer | Bought | $10.1k725 shares |
| 2026-09-10 | STATON DANIEL C Chairman of the Board, director · See Footnote | Sold | $564.3k35.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 20.0m $348.6m | Added +2.7m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 7.1m $124.0m | Added +438.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 5.6m $97.6m | Added +367.4k |
| STATE STREET CORP 0.00% of their portfolio | 4.7m $82.8m | Added +619.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.2m $56.2m | Added +498.1k |
| MORGAN STANLEY 0.00% of their portfolio | 2.8m $48.1m | Added +1.6m |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% of their portfolio | 2.5m $43.6m | Added +923.4k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 2.2m $38.4m | Added +114.1k |
| JUPITER ASSET MANAGEMENT LTD 0.19% of their portfolio | 2.2m $37.5m | Added +918.7k |
| Invesco Ltd. 0.00% of their portfolio | 2.0m $35.0m | Added +207.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.6m $28.3m | Added +427.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $23.6m | Added +222.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.2m $20.9m | Added +128.9k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 1.0m $17.7m | Reduced -34.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 818.9k $14.3m | Added +95.8k |
| UBS Group AG 0.00% of their portfolio | 816.3k $14.2m | Reduced -60.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 788.4k $13.8m | Added +74.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 771.8k $13.5m | Added +295.4k |
| Verition Fund Management LLC 0.08% of their portfolio | 652.3k $11.4m | Added +215.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 651.7k $11.4m | Added +284.5k |
| Advisors Asset Management, Inc. 0.16% of their portfolio | 614.7k $10.7m | Added +26.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 599.6k $10.5m | Added +55.6k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 450.1k $7.9m | Reduced -117.1k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 426.2k $7.4m | Added +25.8k |
| Ascentis Wealth Management, LLC 1.03% of their portfolio | 395.0k $6.9m | Added +40.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 392.2k $6.8m | Reduced -272.1k |
| Cetera Investment Advisers 0.01% of their portfolio | 375.9k $6.6m | Added +362.8k |
| Columbus Macro, LLC 0.64% of their portfolio | 374.8k $6.5m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 374.6k $6.5m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 339.7k $5.9m | Reduced -316.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 329.7k $5.8m | Reduced -1.1k |
| Nuveen, LLC 0.00% of their portfolio | 291.1k $5.1m | Added +46.2k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.09% of their portfolio | 285.0k $5.0m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 281.9k $4.9m | Added +19.2k |
| WOLVERINE ASSET MANAGEMENT LLC 0.06% of their portfolio | 269.8k $4.7m | Reduced -250.7k |
| Legal & General Group Plc 0.00% of their portfolio | 267.9k $4.7m | Added +16.0k |
| Swiss National Bank 0.00% of their portfolio | 246.4k $4.3m | Added +24.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 222.2k $3.9m | Added +32.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 207.6k $3.6m | Added +22.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 200.0k $3.5m | New |
| Penn Mutual Asset Management 15.59% of their portfolio | 174.1k $3.0m | Unchanged |
| Susquehanna Portfolio Strategies, LLC 0.04% of their portfolio | 159.5k $2.8m | Unchanged |
| GraniteShares Advisors LLC 1.79% of their portfolio | 159.1k $2.8m | Added +20.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 156.7k $2.7m | Reduced -8.8k |
| Freestone Grove Partners LP 0.02% of their portfolio | 149.1k $2.6m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 144.6k $2.5m | Reduced -3.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 141.2k $2.4m | Added +33.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 140.5k $2.5m | Added +32.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 131.5k $2.3m | Added +28.2k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 128.5k $2.2m | Added +14.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 127.6k $2.2m | Added +19.9k |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 124.6k $2.2m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 124.6k $2.2m | Added +67.5k |
| Holocene Advisors, LP 0.00% of their portfolio | 118.6k $2.1m | New |
| Simplicity Wealth,LLC 0.07% of their portfolio | 114.8k $2.0m | Added +32.1k |
| SEGALL BRYANT & HAMILL, LLC 0.02% of their portfolio | 108.2k $1.9m | Added +50.7k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 107.5k $1.9m | Added +37.7k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 106.4k $1.9m | Added +45.2k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 100.1k $1.7m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 91.7k $1.7m | Reduced -189.4k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio | 91.5k $1.6m | Added +2.1k |
| Strait & Sound Wealth Management LLC 0.51% of their portfolio | 83.0k $1.4m | Added +9.7k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 81.5k $1.4m | Added +6.8k |
| Penserra Capital Management LLC 0.01% of their portfolio | 74.3k $1.3m | Added +3.4k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 74.1k $1.3m | Added +12.7k |
| LPL Financial LLC 0.00% of their portfolio | 71.7k $1.3m | Added +9.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 71.5k $1.2m | Reduced -30.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 69.1k $1.2m | Added +48.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 67.7k $1.2m | Added +428 |
| INCEPTIONR LLC 0.27% of their portfolio | 63.2k $1.1m | Added +37.8k |
| Cerity Partners LLC 0.00% of their portfolio | 62.0k $1.1m | Added +23.0k |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 59.7k $1.0m | Added +3.0k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 59.3k $1.0m | Added +10.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 59.1k $1.0m | Added +9.0k |
| Louisiana State Employees Retirement System 0.01% of their portfolio | 54.4k $949.3k | Added +4.8k |
| Simplify Asset Management Inc. 0.01% of their portfolio | 53.9k $940.6k | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 51.2k $892.8k | Reduced -672.4k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 51.1k $892.0k | Added +27.7k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 49.8k $868.3k | Reduced -15.4k |
| BARCLAYS PLC 0.00% of their portfolio | 49.2k $859.1k | Added +27.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 49.0k $854.9k | Added +22.3k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 48.7k $850.4k | Added +3.8k |
| Jupiter Topco LLC 0.00% of their portfolio | 47.1k $821.9k | First filing |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 46.3k $807.8k | Added +9.8k |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 44.7k $780.5k | Added +20.0k |
| Bramshill Investments, LLC 0.06% of their portfolio | 43.4k $757.2k | Added +520 |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 43.2k $754.7k | Reduced -1.8k |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 40.9k $712.0k | Reduced -14.8k |
| MEEDER ASSET MANAGEMENT INC 0.04% of their portfolio | 40.1k $699.7k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 39.7k $694.0k | Added +3.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 38.9k $679.2k | Reduced -426.4k |
| XTX Topco Ltd 0.01% of their portfolio | 37.5k $654.9k | Reduced -46.5k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 37.5k $654.9k | Added +6.6k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 34.2k $583.3k | Added +12.8k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 33.9k $591.1k | Added +3.1k |
| AMALGAMATED BANK 0.00% of their portfolio | 33.4k $583.0k | Added +1.2k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 33.2k $579.1k | Reduced -7.7k |
| Creative Planning 0.00% of their portfolio | 33.1k $577.9k | Added +8.7k |
| VIRTUS ADVISERS, LLC 0.22% of their portfolio | 32.8k $572.4k | Added +804 |
| ALLSTATE CORP 0.01% of their portfolio | 32.3k $563.0k | Unchanged |