MITT — AG MTG INVT TR INC
Reported value held$68.93M
Funds holding (latest)31
SectorReal Estate
Funds holding (Q2 2026)25
Institutional value$52.98M · 6.75M sh
New / Add / Cut / Exit1 / 16 / 8 / 2
Top-5 / Top-10 concentration73.5% / 90.6%
Institutional holdings change
Accumulating +5.0%
(+319.76K sh)
Institutional value change
Up +13.7%
As of Q2 2026, 25 SEC-registered investment managers reported holding MITT (AG MTG INVT TR INC) in their latest 13F filings, with a combined reported value of $52.98M across 6.75M shares. That is +5.0% by share count (+319.76K shares) versus the previous quarter, while reported value moved +13.7%. Ownership is concentrated: the five largest holders account for 73.5% of reported value and the top ten for 90.6%.
Compared with the prior quarter, 1 opened new positions, 16 added to existing stakes, 8 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MITT is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.62M | $20.74M | 0.00% | Add |
| Geode Capital Management history | 802.21K | $6.36M | 0.00% | Add |
| Goldman Sachs Group history | 695.47K | $5.51M | 0.00% | Add |
| Prudential Financial history | 511.53K | $4.05M | 0.00% | Add |
| UBS Group AG history | 289.26K | $2.29M | 0.00% | Add |
| Arrowstreet Capital history | 280.31K | $2.22M | 0.00% | Add |
| Northern Trust Corp history | 256.26K | $2.03M | 0.00% | Add |
| Renaissance Technologies history | 229.95K | $1.82M | 0.00% | Reduce |
| AQR Capital Management history | 190.64K | $1.51M | 0.00% | Add |
| Millennium Management history | 189.22K | $1.50M | 0.00% | Reduce |
| Morgan Stanley history | 174.25K | $1.38M | 0.00% | Add |
| Charles Schwab Investment Management history | 86.83K | $687.66K | 0.00% | Add |
| BNY Mellon history | 75.97K | $601.64K | 0.00% | Add |
| Invesco Ltd history | 46.92K | $371.59K | 0.00% | Reduce |
| D. E. Shaw & Co history | 37.15K | $294.23K | 0.00% | Reduce |
| Bank of America Corp history | 35.54K | $281.44K | 0.00% | Reduce |
| Citadel Advisors history | 33.40K | $264.53K | 0.00% | Reduce |
| Wells Fargo & Co history | 31.65K | $250.65K | 0.00% | Add |
| Deutsche Bank AG history | 29.24K | $231.61K | 0.00% | Reduce |
| Two Sigma Investments history | 25.11K | $198.86K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 20.93K | $165.78K | 0.00% | Add |
| Citigroup Inc history | 13.84K | $109.58K | 0.00% | Add |
| JPMorgan Chase & Co history | 12.42K | $100.13K | 0.00% | New |
| Legal & General Investment Management America history | 3.03K | $23.98K | 0.00% | Add |
| T. Rowe Price Associates history | 57.72K | $458 | 0.00% | Add |
Q1 2026 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.47M | $18.05M | 0.00% | Add |
| Geode Capital Management history | 790.02K | $5.78M | 0.00% | Add |
| Prudential Financial history | 423.40K | $3.10M | 0.00% | Add |
| Goldman Sachs Group history | 362.90K | $2.65M | 0.00% | Add |
| Millennium Management history | 309.07K | $2.26M | 0.00% | Add |
| Renaissance Technologies history | 306.00K | $2.24M | 0.00% | Add |
| Citadel Advisors history | 279.88K | $2.05M | 0.00% | Add |
| Northern Trust Corp history | 252.74K | $1.85M | 0.00% | Add |
| Marshall Wace history | 226.37K | $1.65M | 0.00% | New |
| Morgan Stanley history | 168.01K | $1.23M | 0.00% | Add |
| AQR Capital Management history | 121.59K | $888.82K | 0.00% | Reduce |
| UBS Group AG history | 91.66K | $670.01K | 0.00% | Reduce |
| Arrowstreet Capital history | 85.07K | $621.84K | 0.00% | Add |
| Invesco Ltd history | 79.88K | $583.93K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 76.29K | $557.66K | 0.00% | Reduce |
| BNY Mellon history | 69.62K | $508.90K | 0.00% | Add |
| Two Sigma Investments history | 64.43K | $470.98K | 0.00% | Add |
| D. E. Shaw & Co history | 60.23K | $440.25K | 0.00% | New |
| Deutsche Bank AG history | 43.35K | $316.86K | 0.00% | Reduce |
| Bank of America Corp history | 42.54K | $310.98K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 20.47K | $149.61K | 0.00% | Add |
| Wells Fargo & Co history | 17.02K | $124.45K | 0.00% | Reduce |
| Point72 Asset Management history | 10.17K | $74.33K | 0.00% | New |
| Legal & General Investment Management America history | 2.41K | $17.60K | 0.00% | Hold |
| Citigroup Inc history | 1.34K | $9.80K | 0.00% | Reduce |
| T. Rowe Price Associates history | 53.73K | $393 | 0.00% | Add |
Q4 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.44M | $20.81M | 0.00% | Add |
| Vanguard Group history | 1.62M | $13.76M | 0.00% | Add |
| Geode Capital Management history | 710.88K | $6.06M | 0.00% | Add |
| Renaissance Technologies history | 295.74K | $2.52M | 0.00% | Reduce |
| Prudential Financial history | 242.98K | $2.07M | 0.00% | Reduce |
| Northern Trust Corp history | 238.61K | $2.03M | 0.00% | Reduce |
| Millennium Management history | 235.02K | $2.00M | 0.00% | New |
| UBS Group AG history | 188.54K | $1.61M | 0.00% | Reduce |
| Goldman Sachs Group history | 152.94K | $1.30M | 0.00% | Add |
| Morgan Stanley history | 137.94K | $1.18M | 0.00% | Add |
| AQR Capital Management history | 124.72K | $1.06M | 0.00% | Add |
| Charles Schwab Investment Management history | 84.52K | $720.14K | 0.00% | Add |
| Invesco Ltd history | 84.14K | $716.84K | 0.00% | Reduce |
| BNY Mellon history | 69.23K | $589.84K | 0.00% | Reduce |
| Two Sigma Investments history | 53.57K | $456.43K | 0.00% | Add |
| Deutsche Bank AG history | 44.44K | $378.65K | 0.00% | Hold |
| Bank of America Corp history | 34.57K | $294.56K | 0.00% | Add |
| Wells Fargo & Co history | 32.66K | $278.24K | 0.00% | Add |
| Citadel Advisors history | 27.32K | $232.74K | 0.00% | Add |
| Arrowstreet Capital history | 13.20K | $112.45K | 0.00% | New |
| JPMorgan Chase & Co history | 11.42K | $97.32K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.62K | $39.34K | 0.00% | Add |
| Citigroup Inc history | 2.56K | $21.83K | 0.00% | Add |
| Legal & General Investment Management America history | 2.41K | $20.52K | 0.00% | Hold |
| T. Rowe Price Associates history | 48.66K | $415 | 0.00% | Hold |
Q3 2025 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.33M | $16.88M | 0.00% | Reduce |
| Vanguard Group history | 1.56M | $11.33M | 0.00% | Reduce |
| Geode Capital Management history | 699.17K | $5.06M | 0.00% | Add |
| Renaissance Technologies history | 346.34K | $2.51M | 0.00% | Reduce |
| Prudential Financial history | 252.12K | $1.83M | 0.00% | Reduce |
| Northern Trust Corp history | 250.20K | $1.81M | 0.00% | Reduce |
| UBS Group AG history | 207.19K | $1.50M | 0.00% | Reduce |
| Morgan Stanley history | 115.80K | $838.39K | 0.00% | Reduce |
| Goldman Sachs Group history | 114.75K | $830.79K | 0.00% | Add |
| AQR Capital Management history | 96.30K | $697.23K | 0.00% | Add |
| Invesco Ltd history | 86.81K | $628.47K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 81.28K | $588.43K | 0.00% | Reduce |
| BNY Mellon history | 69.80K | $505.37K | 0.00% | Add |
| Two Sigma Investments history | 46.99K | $340.20K | 0.00% | Reduce |
| Deutsche Bank AG history | 44.44K | $321.77K | 0.00% | Add |
| Wells Fargo & Co history | 21.98K | $159.13K | 0.00% | Add |
| Bank of America Corp history | 18.23K | $132.02K | 0.00% | Reduce |
| Citadel Advisors history | 14.90K | $107.88K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 11.24K | $81.39K | 0.00% | Reduce |
| Manulife Financial history | 10.29K | $74.54K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.64K | $19.12K | 0.00% | Add |
| Legal & General Investment Management America history | 2.41K | $17.43K | 0.00% | Hold |
| Citigroup Inc history | 325 | $2.35K | 0.00% | Reduce |
| T. Rowe Price Associates history | 48.66K | $353 | 0.00% | Add |
Q2 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.35M | $17.77M | 0.00% | Reduce |
| Vanguard Group history | 1.59M | $11.99M | 0.00% | Add |
| Geode Capital Management history | 686.89K | $5.19M | 0.00% | Add |
| Renaissance Technologies history | 366.14K | $2.76M | 0.00% | Reduce |
| Prudential Financial history | 255.72K | $1.93M | 0.00% | Add |
| Northern Trust Corp history | 253.85K | $1.92M | 0.00% | Reduce |
| UBS Group AG history | 221.78K | $1.67M | 0.00% | Add |
| Morgan Stanley history | 137.72K | $1.04M | 0.00% | Reduce |
| Millennium Management history | 117.24K | $885.18K | 0.00% | Reduce |
| Goldman Sachs Group history | 112.14K | $846.69K | 0.00% | Reduce |
| Two Sigma Investments history | 99.86K | $753.90K | 0.00% | Reduce |
| Invesco Ltd history | 95.84K | $723.63K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 85.79K | $647.73K | 0.00% | Hold |
| BNY Mellon history | 65.91K | $497.62K | 0.00% | Add |
| Citadel Advisors history | 37.80K | $285.39K | 0.00% | Add |
| Deutsche Bank AG history | 35.49K | $267.93K | 0.00% | New |
| AQR Capital Management history | 31.34K | $236.59K | 0.00% | New |
| Bank of America Corp history | 27.21K | $205.45K | 0.00% | Reduce |
| Wells Fargo & Co history | 18.66K | $140.85K | 0.00% | Add |
| JPMorgan Chase & Co history | 13.18K | $99.54K | 0.00% | Reduce |
| Manulife Financial history | 10.46K | $79.00K | 0.00% | New |
| Citigroup Inc history | 9.36K | $70.67K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.51K | $18.95K | 0.00% | Add |
| Legal & General Investment Management America history | 2.41K | $18.18K | 0.00% | Reduce |
| T. Rowe Price Associates history | 48.25K | $365 | 0.00% | Add |
Q1 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.46M | $17.93M | 0.00% | Add |
| Vanguard Group history | 1.51M | $11.03M | 0.00% | Hold |
| Geode Capital Management history | 660.58K | $4.82M | 0.00% | Add |
| Renaissance Technologies history | 421.24K | $3.08M | 0.01% | Reduce |
| Northern Trust Corp history | 255.89K | $1.87M | 0.00% | Reduce |
| Two Sigma Investments history | 219.60K | $1.60M | 0.00% | Add |
| Millennium Management history | 215.46K | $1.57M | 0.00% | Add |
| Prudential Financial history | 196.09K | $1.43M | 0.00% | Add |
| UBS Group AG history | 171.17K | $1.25M | 0.00% | Reduce |
| Morgan Stanley history | 165.86K | $1.21M | 0.00% | Reduce |
| Goldman Sachs Group history | 145.67K | $1.06M | 0.00% | Reduce |
| Invesco Ltd history | 103.13K | $752.86K | 0.00% | Add |
| Charles Schwab Investment Management history | 85.79K | $626.28K | 0.00% | Add |
| BNY Mellon history | 64.54K | $471.18K | 0.00% | Reduce |
| Citadel Advisors history | 30.90K | $225.57K | 0.00% | Reduce |
| Bank of America Corp history | 27.85K | $203.30K | 0.00% | Reduce |
| Citigroup Inc history | 20.03K | $146.23K | 0.00% | Reduce |
| Wells Fargo & Co history | 17.45K | $127.42K | 0.00% | Add |
| JPMorgan Chase & Co history | 14.11K | $102.99K | 0.00% | Reduce |
| Legal & General Investment Management America history | 2.56K | $18.67K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.69K | $12.36K | 0.00% | Add |
| T. Rowe Price Associates history | 46.93K | $343 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 12.42K sh · $100.13K
Fully Exited (vs previous quarter)
- Marshall Wace sold 226.37K sh · $1.65M
- Point72 Asset Management sold 10.17K sh · $74.33K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 2.62M | 2.47M | 2.44M | 2.33M | 2.35M | 2.46M | 2.44M | 2.04M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 802.21K | 790.02K | 710.88K | 699.17K | 686.89K | 660.58K | 652.55K | 663.02K | 626.94K | 280.24K | 292.48K | 178.24K | 238.49K | 211.51K | 213.53K | 215.31K | 208.64K | 143.03K | 132.98K | 132.98K |
| Goldman Sachs Group | 695.47K | 362.90K | 152.94K | 114.75K | 112.14K | 145.67K | 178.74K | 198.06K | 77.03K | 268.83K | 73.81K | 59.62K | 59.63K | 79.59K | 70.12K | 108.97K | 111.71K | 133.12K | 141.63K | 107.10K |
| Prudential Financial | 511.53K | 423.40K | 242.98K | 252.12K | 255.72K | 196.09K | 91.05K | 14.95K | 10.35K | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 289.26K | 91.66K | 188.54K | 207.19K | 221.78K | 171.17K | 259.18K | 70.20K | 82.79K | 10.54K | 10.59K | 7.00K | 8.87K | 9.29K | 18.35K | 6.50K | 6.50K | 6.68K | 7.14K | 11.17K |
| Arrowstreet Capital | 280.31K | 85.07K | 13.20K | — | — | — | — | — | 34.03K | 264.73K | 95.34K | 77.38K | — | — | — | — | — | — | 141.54K | — |
| Northern Trust Corp | 256.26K | 252.74K | 238.61K | 250.20K | 253.85K | 255.89K | 278.11K | 252.37K | 91.48K | 78.39K | 81.59K | 38.83K | 42.17K | 41.37K | 44.88K | 44.88K | 44.09K | 45.73K | 32.26K | 38.56K |
| Renaissance Technologies | 229.95K | 306.00K | 295.74K | 346.34K | 366.14K | 421.24K | 472.06K | 613.56K | 559.46K | 415.66K | 321.64K | 180.10K | 150.60K | 128.90K | 108.30K | 101.40K | 225.20K | 301.80K | 353.70K | 145.20K |
| AQR Capital Management | 190.64K | 121.59K | 124.72K | 96.30K | 31.34K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 189.22K | 309.07K | 235.02K | — | 117.24K | 215.46K | 106.80K | 143.84K | 429.51K | 666.14K | 49.92K | 135.86K | — | 82.55K | 245.81K | 420.33K | 257.21K | 392.41K | 512.00K | 181.54K |
| Morgan Stanley | 174.25K | 168.01K | 137.94K | 115.80K | 137.72K | 165.86K | 183.88K | 142.36K | 61.33K | 75.54K | 31.40K | 7.80K | 9.22K | 26.90K | 5.94K | 20.55K | 51.73K | 84.47K | 130.59K | 105.30K |
| Charles Schwab Investment Management | 86.83K | 76.29K | 84.52K | 81.28K | 85.79K | 85.79K | 66.92K | 85.51K | 81.48K | 13.96K | 13.96K | 10.50K | 10.50K | 10.50K | 10.50K | 10.50K | 10.50K | 10.50K | — | — |
| BNY Mellon | 75.97K | 69.62K | 69.23K | 69.80K | 65.91K | 64.54K | 66.08K | 66.08K | 163.75K | 79.72K | 17.58K | 12.75K | 12.75K | 12.75K | 12.75K | 33.17K | 56.06K | 47.90K | 26.43K | 26.43K |
| Invesco Ltd | 46.92K | 79.88K | 84.14K | 86.81K | 95.84K | 103.13K | 82.28K | 81.73K | 151.18K | 67.92K | 82.88K | 81.93K | 81.26K | 81.66K | 32.84K | 33.01K | 34.84K | 28.07K | 87.62K | 93.30K |
| D. E. Shaw & Co | 37.15K | 60.23K | — | — | — | — | 10.57K | — | 68.81K | 23.13K | 23.80K | — | — | — | 11.17K | — | — | — | 55.69K | 76.26K |
| Bank of America Corp | 35.54K | 42.54K | 34.57K | 18.23K | 27.21K | 27.85K | 37.21K | 30.03K | 20.04K | 15.11K | 20.23K | 853 | 886 | 1.56K | 1.64K | 1.18K | 21.83K | 794 | 5.49K | 3.17K |
| Citadel Advisors | 33.40K | 279.88K | 27.32K | 14.90K | 37.80K | 30.90K | 32.54K | 123.78K | 175.26K | 15.73K | 287.58K | 386.38K | 53.33K | 46.20K | 154.08K | 265.08K | 360.24K | 388.72K | 633.61K | 308.87K |
| Wells Fargo & Co | 31.65K | 17.02K | 32.66K | 21.98K | 18.66K | 17.45K | 17.08K | 13.26K | 12.99K | 1.12K | 1.03K | 935 | 951 | 958 | 955 | 953 | 4.88K | 4.86K | 4.82K | 988 |
| Deutsche Bank AG | 29.24K | 43.35K | 44.44K | 44.44K | 35.49K | — | — | 30.22K | 25.17K | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | 25.11K | 64.43K | 53.57K | 46.99K | 99.86K | 219.60K | 160.18K | 280.08K | 287.27K | 275.77K | 228.07K | 127.12K | 42.95K | 16.74K | — | — | — | 26.86K | 178.97K | 327.31K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details