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Mortgage REIT
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
NLY icon
1
Annaly Capital Management
NLY
$17.3B
$17.3B $23.05 0.65%
AGNC icon
2
AGNC Investment
AGNC
$12.7B
$12.7B $10.90 1.54%
STWD icon
3
Starwood Property Trust
STWD
$6.12B
$6.12B $16.52 0.84%
RITM icon
4
Rithm Capital
RITM
$5.58B
$5.58B $9.99 2.15%
DX
5
Dynex Capital
DX
$3.17B
$3.17B $12.83 0.62%
BXMT icon
6
Blackstone Mortgage Trust
BXMT
$2.77B
$2.77B $16.40 1.44%
ARR
7
Armour Residential REIT
ARR
$2.32B
$2.32B $16.36 0.3%
EFC
8
Ellington Financial
EFC
$1.69B
$1.69B $13.46 0.66%
ORC
9
Orchid Island Capital
ORC
$1.31B
$1.31B $6.56 0.15%
TWO
10
Two Harbors Investment
TWO
$1.27B
$1.27B $12.10 0%
LADR
11
Ladder Capital
LADR
$1.24B
$1.24B $9.81 0.51%
CIM
12
Chimera Investment
CIM
$1.06B
$1.06B $12.69 0%
ABR icon
13
Arbor Realty Trust
ABR
$977M
$977M $5.08 0.2%
MFA
14
MFA Financial
MFA
$932M
$932M $9.17 0.33%
ARI
15
Apollo Commercial Real Estate
ARI
$864M
$864M $6.60 1.93%
PMT
16
PennyMac Mortgage Investment
PMT
$845M
$845M $9.69 1.02%
ADAM
17
Adamas Trust
ADAM
$777M
$777M $8.65 0.69%
IVR icon
18
Invesco Mortgage Capital
IVR
$759M
$759M $7.41 1.33%
BRSP
19
BrightSpire Capital
BRSP
$651M
$651M $5 4.58%
TRTX
20
TPG RE Finance Trust
TRTX
$635M
$635M $8.21 3.86%
RWT
21
Redwood Trust
RWT
$588M
$588M $4.68 0.21%
FBRT
22
Franklin BSP Realty Trust
FBRT
$580M
$580M $7.53 2.84%
KREF
23
KKR Real Estate Finance Trust
KREF
$466M
$466M $7.24 1.23%
NREF
24
NexPoint Real Estate Finance
NREF
$318M
$318M $16.87 1.52%
CMTG icon
25
Claros Mortgage Trust
CMTG
$290M
$290M $2.07 2.36%
1
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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 38 Mortgage REIT industry stocks tracked by Wall St. Rank, worth a combined $67.2B.

The largest by market cap are Annaly Capital Management (NLY) at $17.3B, AGNC Investment (AGNC) at $12.7B and Starwood Property Trust (STWD) at $6.12B.

Among institutional investors, AGNC Investment (AGNC) drew the most net new fund positions in Q1 2026: 119 funds opened new positions, taking total fund holders up 34 (5.3%) quarter-over-quarter.

Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q1 2026.