Ellington Residential Mortgage REIT

EARN

Market cap $166M

EARN Hedge Fund Activity: Q1 2026 in Review

46 of the 8,133 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q1 2026, worth a combined $10.2M — down 50% from $20.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EARN positions and 7 closed out — a net gain of 2 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Waverly Advisors, adding an estimated $391K. The largest seller was Wells Fargo, cutting an estimated $4.53M.

• 46 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q1 2026, up from 45 in Q4 2025.
• Funds reported $10.2M of Ellington Residential Mortgage REIT stock for Q1 2026, down 50% quarter-over-quarter.
• 9 funds opened new Ellington Residential Mortgage REIT positions in Q1 2026 and 7 closed out, a net change of +2 holders.
• The largest Ellington Residential Mortgage REIT buyer in Q1 2026 was Waverly Advisors, an estimated $391K added.
• The largest Ellington Residential Mortgage REIT seller in Q1 2026 was Wells Fargo, an estimated $4.53M sold.

Based on aggregated 13F filings for Q1 2026.