MFA
MFA Financial, Inc. · Real Estate · REIT - Mortgage
Données momentum (gérants comparables) :
étendue des détenteurs +7.1% ·
flux d'actions +1.3% ·
nouvelles positions nettes +6.7%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | -1 | 38.22M | $371.23M | +5 | −6 |
| Q1 2026 | 87 | +6 | 37.62M | $361.24M | +9 | −3 |
| Q4 2025 | 81 | -2 | 44.17M | $412.06M | — | −2 |
| Q3 2025 | 18 | +1 | 30.25M | $278.87M | +3 | −3 |
| Q2 2025 | 15 | +1 | 31.33M | $297.31M | +2 | −1 |
| Q1 2025 | 11 | +2 | 10.32M | $106.76M | +2 | — |
| Q4 2024 | 9 | -1 | 14.47M | $148.35M | +1 | −2 |
| Q3 2024 | 9 | 0 | 16.41M | $208.78M | +1 | −1 |
| Q2 2024 | 9 | — | 15.46M | $164.50M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 10.23M | — | $96.79M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 10.23M | — | $96.79M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 10.23M | — | $96.79M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 10.23M | — | $96.79M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 10.23M | — | $96.79M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 9.20M | — | $87.03M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wellington Management ✦ | 3.48M | -13.8% | $32.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passif) | 2.58M | +0.2% | $25.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passif) | 2.49M | +2.3% | $23.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passif) | 2.49M | +2.3% | $23.56M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 1.17M | — | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 1.17M | — | $11.07M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Millennium Management ✦ | 706.48K | +704.2% | $6.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 525.13K | Nouveau | $4.97M | 0.0% | New | 1 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 525.13K | Nouveau | $4.97M | 0.0% | New | 1 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 366.89K | -14.2% | $3.47M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 185.95K | -45.3% | $1.76M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 149.19K | +490.9% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 149.19K | +490.9% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 149.19K | +490.9% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 149.19K | +490.9% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 149.19K | +490.9% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 104.45K | +6.1% | $989,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Norges Bank ✦ (passif) | 75.74K | -70.9% | $716,472 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | Gotham Asset Management ✦ | 35.44K | +39.2% | $335,262 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Arrowstreet Capital ✦ | 30.13K | Nouveau | $284,992 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| D. E. Shaw & Co. | $4.97M | 0.0% |
| D. E. Shaw & Co. | $4.97M | 0.0% |
| Arrowstreet Capital | $284,992 | 0.0% |
Sorti(e)
| Citadel Advisors | $31,806 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 215 détenteurs, 50.66M actions, $462.31M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.