SCHEDULE: Vanguard Discloses 4.93% Stake in AG Mortgage Trust
Beneficial Ownership Report (Schedule 13G)
The Vanguard Group has reported a 4.93% beneficial ownership stake in AG Mortgage Investment Trust Inc. as of September 30, 2025.
Summary
- The Vanguard Group beneficially owns 1,564,613 shares of AG Mortgage Investment Trust Inc. common stock.
- This ownership represents 4.93% of the total class of securities.
- Vanguard holds sole dispositive power over 1,366,817 shares and shared dispositive power over 197,796 shares.
- Vanguard has shared voting power over 186,223 shares and no sole voting power.
- The securities were acquired and are held in the ordinary course of business, without the purpose or effect of changing or influencing the control of the issuer.
Sentiment
Score: 5
Explanation: This is a routine beneficial ownership disclosure (Schedule 13G) by an institutional investor, The Vanguard Group, indicating a significant but non-controlling stake. It does not contain performance data or strategic updates from the issuer, thus maintaining a neutral sentiment.
Future Outlook
NA
Industry Context
This filing indicates that a major institutional investor, The Vanguard Group, holds a significant, though non-controlling, passive stake in AG Mortgage Investment Trust Inc. Such disclosures are routine for large asset managers who hold positions across numerous public companies on behalf of their clients, reflecting their investment strategies rather than specific corporate actions by the issuer.
Stakeholder Impact
- Shareholders: Provides transparency regarding a major institutional investor's stake, which can influence market perception and liquidity.
Key Dates
| Date | Description |
|---|---|
| 09/30/2025 | Date of event which requires filing of this statement |
| 10/30/2025 | Signature date of the filing by The Vanguard Group |
Keywords
AG Mortgage Investment Trust, Vanguard Group, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investor, Investment Management
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