Mortgage REIT
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Market Capitalization
Mortgage REIT Stocks at a Glance
Mortgage REITs invest in mortgages and mortgage-backed securities rather than physical property, earning the spread between asset yields and funding costs. Leverage amplifies that spread, making book value and dividends acutely sensitive to interest-rate moves and prepayment speeds.
There are 37 Mortgage REIT industry stocks tracked by Wall St. Rank, worth a combined $62.5B.
The largest by market cap are Annaly Capital Management (NLY) at $16.5B, AGNC Investment (AGNC) at $12B and Starwood Property Trust (STWD) at $5.78B.
Among institutional investors, AGNC Investment (AGNC) drew the most net new fund positions in Q2 2026: 108 funds opened new positions, taking total fund holders up 26 (3.8%) quarter-over-quarter.
- Combined market cap: $62.5B across 37 stocks.
- Largest constituent: Annaly Capital Management (NLY), $16.5B market cap.
- Most net new fund positions in Q2 2026: AGNC Investment (AGNC), +26 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.