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 56.15% institutional investors, 1.57% insiders, and 42.27% retail investors. Blackrock is the largest institutional shareholder, holding 16.55% of NYMT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.60% of its assets in New York Mortgage Trust shares.

NYMT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockNew York Mortgage Trust56.15%1.57%42.27%
SectorReal Estate Stocks 66.63%8.14%25.23%
IndustryMortgage REIT Stocks45.59%4.28%50.13%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock15.08M16.55%$88.06M
Vanguard group6.16M6.76%$35.95M
Allspring global investments3.63M4.01%$22.31M
State street3.44M3.78%$20.77M
Invesco2.78M3.05%$16.23M
Geode capital management2.25M2.47%$13.15M
Charles schwab investment management1.53M1.68%$8.92M
Balyasny asset management1.24M1.36%$7.24M
Mirae asset global etfs1.21M1.33%$7.07M
Emg1.20M1.32%$7.01M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Emg1.20M3.44%$7.01M
Alphacentric advisors200.96K0.86%$1.17M
Almitas capital185.14K0.45%$1.08M
Axs investments260.44K0.42%$1.52M
C2p capital advisory group, llc d.b.a. prosperity capital advisors8.13K0.09%$1.02M
Wolverine asset management784.61K0.05%$4.58M
Brandywine global investment management1.01M0.04%$5.92M
Allspring global investments3.63M0.04%$22.31M
Mirae asset global etfs1.21M0.02%$7.07M
Balyasny asset management1.24M0.01%$7.24M

Top Buyers

HolderShares% AssetsChange
Mirae asset global etfs1.21M0.02%1.21M
Invesco2.78M0.00%728.26K
Emg1.20M3.44%610.97K
Goldman sachs group432.61K0.00%204.07K
Morgan stanley1.11M0.00%182.40K

Top Sellers

HolderShares% AssetsChange
Mirae asset global investments---833.70K
Waterfall asset management---295.80K
Jpmorgan chase75.09K--229.29K
Wolverine asset management784.61K0.05%-228.27K
Blackrock15.08M0.00%-198.29K

New Positions

HolderShares% AssetsChangeValue
Mirae asset global etfs1.21M0.02%1.21M$7.07M
Los angeles capital management107.87K0.00%107.87K$629.94K
Exoduspoint capital management, lp64.79K0.00%64.79K$378.00K
Corebridge financial52.66K0.00%52.66K$307.54K
Intech investment management20.95K0.00%20.95K$122.34K

Sold Out

HolderChange
Mendota financial group-7.00
Farther finance advisors-15.00
Newedge advisors-19.00
International assets investment management-21.00
Sugarloaf wealth management-24.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 2023166-47,974,232-0.70%521.86%68-10.53%6229.17%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF5.98M6.60%3.06K
Allspring Special Small Cap Value A2.96M3.27%-
Vanguard Total Stock Mkt Idx Inv2.83M3.13%-
iShares Russell 2000 ETF2.47M2.72%-9.47K
Invesco KBW High Dividend Yld Fincl ETF2.11M2.33%44.72K
Vanguard Institutional Extnd Mkt Idx Tr1.46M1.61%-72.60K
iShares Mortgage Real Estate Capped ETF1.26M1.39%-
Global X SuperDividend™ ETF1.05M1.16%-
iShares S&P Small-Cap 600 Value ETF987.56K1.09%-
Fidelity Small Cap Index938.24K1.04%-672.00

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 56.15%, followed by 1.57% insiders and 42.28% retail investors. The average institutional ownership in New York Mortgage Trust's industry, Mortgage REIT Stocks, is 45.59%, which New York Mortgage Trust exceeds.

Who owns the most shares of New York Mortgage Trust?

New York Mortgage Trust’s largest shareholders are Blackrock (15.08M shares, 16.55%), Vanguard group (6.16M shares, 6.76%), and Allspring global investments (3.63M shares, 4.01%). Together, they hold 27.32% 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 3.44% of its assets in 1.2M New York Mortgage Trust shares, valued at 7.01M$.

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 6.60% of its total shares outstanding invested in 5.98M New York Mortgage Trust shares.

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