MFA Financial, Inc.· MFA

🇺🇸 US · SmallBroad USNYSE

Real EstateREIT - MortgageWebsite

Price: $9.09
Day: -0.76%
Mkt Cap: $928.03M
52W Range: $8.78 – $10.57
Volume: 1.42M
Beta: 1.50

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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MFA Financial, Inc.

MFA|Real Estate|REIT - Mortgage

Current price: $9

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

No insider activity recorded in Q3 2026.

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership49.0%

13F share flow+0.4%

Investors holding226

+159 adding-89 reducing

117

New 42Inc 117Red 55Closed 34

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$88.0M

-2.3%

GEODE CAPITAL MANAGEMENT, LLC

$24.7M

+3.1%

STATE STREET CORP

$24.1M

+2.2%

MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.

$20.3M

+50.9%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting118

Total shares held101.2M

Share flow-3.6%

16 buying20 selling

136

Buying 16Unchanged 136Selling 20

Top Fund Holders

Fund

Weight

Change

SCHWAB CAPITAL TRUST

1.6M

3.37%

Invesco Exchange-Traded Fund Trust II

1.4M

0.40%

-78.6K

FIDELITY SELECT PORTFOLIOS

1.1M

2.00%

SCHWAB STRATEGIC TRUST

1.1M

0.34%

-45.2K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

MFA Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.2/5

Neutral

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+18

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.2/5 (Neutral) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for MFA

Net insider share flow by quarter (C-suite & director purchases minus sales)

No Data

No recent insider signal

Most recent insider filing was Q3 2025.

Notable Recent Transactions, MFA

Top 5 highest-value recent insider trades

STARWOOD CAPITAL GROUP GLOBAL II, L.P.

Director

Sell

10,188,539 shares at $10.07

Jan 9, 2023$102.63M

STARWOOD CAPITAL GROUP GLOBAL II, L.P.

Director

Sell

450,000 shares at $10.50

Jan 6, 2023$4.72M

FREYDBERG RONALD A

President

Buy

15,000 shares at $6.01

Mar 12, 2020$90.15K

Wulfsohn Bryan

Officer

Buy

20,000 shares at $2.69

Aug 7, 2020$53.80K

Wulfsohn Bryan

Officer

Buy

17,500 shares at $2.68

Aug 7, 2020$46.90K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for MFA

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

49.0% institutional ownership

Moderate accumulation: 159 adding vs 89 reducing

13F shares decreased by 2.5%, a notable change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+24 growing-180 shrinkingNet: -156

172

New (2)

Increased (22)

Reduced (8)

Closed (172)

Top Institutional Holders, MFA

Largest 8 institutional positions by ownership percentage as of Q2 2026

CITIGROUP INC

483.8K

$4.7M

Ownership

0.47%

+27.3%

MARINER INVESTMENT GROUP LLC

210.0K

$2.0M

Ownership

0.20%

No change

SIMPLIFY ASSET MANAGEMENT INC.

167.7K

$1.6M

Ownership

0.16%

-19.7%

Y-INTERCEPT (HONG KONG) LTD

142.9K

$1.4M

Ownership

0.14%

+99.3%

JENNISON ASSOCIATES LLC

108.0K

$1.0M

Ownership

0.10%

+44.2%

QRG CAPITAL MANAGEMENT, INC.

79.7K

$772.5K

Ownership

0.08%

+76.4%

KESTRA ADVISORY SERVICES, LLC

54.2K

$524.7K

Ownership

0.05%

+103.7%

MIRACLE MILE ADVISORS, LLC

47.8K

$463.3K

Ownership

0.05%

No change

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 172 ETFs and mutual funds reporting

16 buying20 sellingNet: -4

136

Buying (16)

Unchanged (136)

Selling (20)

Bearish Signal

Funds distributing in Q2 2026

172 ETFs and mutual funds reporting

20 funds selling vs 16 buying

Top Fund Holders, MFA

Largest 8 ETF and mutual fund positions by shares held as of latest filing

SCHWAB CAPITAL TRUST

1.6M

Weight

3.37%

No change

Invesco Exchange-Traded Fund Trust II

1.4M

Weight

0.40%

Decreased

FIDELITY SELECT PORTFOLIOS

1.1M

Weight

2.00%

No change

SCHWAB STRATEGIC TRUST

1.1M

Weight

0.34%

Decreased

FIDELITY CONCORD STREET TRUST

917.5K

Weight

0.34%

Increased

Fidelity Rutland Square Trust II

419.2K

Weight

0.03%

No change

FIDELITY SALEM STREET TRUST

279.4K

Weight

0.01%

No change

PRINCIPAL FUNDS, INC.

257.8K

Weight

0.01%

No change

MFA Financial, Inc.· MFA

Holdings Analysis

Insider Trading Activity

1.3Transaction History15Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings70Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History15Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings70Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights