ARRNYSEReal Estate Investment TrustsFiscal year ends December 31Also trades as ARR.PC
Armour Residential REIT, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Oct 21, 2026
$12.28−0.92 (-6.97%)
Close on Oct 19, 2026
- Market cap
- $1.60B
- P/E (TTM)
- 3.3
- Dividend yield
- 23.45%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
75M
Shares held, 13F filers
Institutional holders
249
43 new, 12 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
1 buys · 2 sales
Net sold $677.67K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 6,713,586 | 5.46% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 6,567,323 | 5.29% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 19,809,053 | 16.00% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ARR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,974,341 | – | $348.55M | +2,658,644 | 0.01% |
| Vanguard Portfolio Management LLC | 7,108,665 | – | $124.05M | +438,486 | 0.01% |
| Vanguard Capital Management LLC | 5,593,161 | – | $97.60M | +367,425 | 0.00% |
| State Street Corp | 4,745,078 | – | $82.80M | +619,020 | 0.00% |
| Geode Capital Management, LLC | 3,220,896 | – | $56.21M | +498,084 | 0.00% |
| Morgan Stanley | 2,754,489 | – | $48.07M | +1,553,306 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,501,415 | – | $43.65M | +923,421 | 0.05% |
| D. E. Shaw & Co., Inc. | 2,199,628 | – | $38.38M | +114,099 | 0.02% |
| Jupiter Asset Management Ltd | 2,150,685 | – | $37.53M | +918,731 | 0.19% |
| Invesco Ltd. | 2,006,789 | – | $35.02M | +207,615 | 0.00% |
| Ameriprise Financial Inc | 1,619,810 | – | $28.27M | +427,238 | 0.01% |
| Northern Trust Corp | 1,351,453 | – | $23.58M | +222,479 | 0.00% |
| Charles Schwab Investment Management Inc | 1,197,171 | – | $20.89M | +128,880 | 0.00% |
| Van Eck Associates Corp | 1,013,368 | – | $17.68M | −34,780 | 0.01% |
| Vanguard Fiduciary Trust Co | 818,886 | – | $14.29M | +95,764 | 0.00% |
| UBS Group AG | 816,308 | – | $14.24M | −60,120 | 0.00% |
| Bank of New York Mellon Corp | 788,357 | – | $13.76M | +73,992 | 0.00% |
| Aqr Capital Management LLC | 771,768 | – | $13.47M | +295,425 | 0.00% |
| Verition Fund Management LLC | 652,275 | – | $11.38M | +215,091 | 0.06% |
| Goldman Sachs Group Inc | 651,707 | – | $11.37M | +284,519 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 249 | 75M | 43 / 128 | 41 / 12 | 13M | 3M |
| Q1 2026 | 225 | 64M | 37 / 78 | 66 / 28 | 19M | 5M |
| Q4 2025 | 222 | 62M | 47 / 81 | 59 / 33 | 5M | 6M |
| Q3 2025 | 210 | 64M | 49 / 101 | 33 / 34 | 23M | 3M |
| Q2 2025 | 196 | 43M | 36 / 101 | 41 / 30 | 8M | 6M |
| Q1 2025 | 191 | 42M | 36 / 88 | 36 / 23 | 12M | 2M |
| Q4 2024 | 180 | 32M | 34 / 73 | 44 / 21 | 8M | 2M |
| Q3 2024 | 169 | 26M | 26 / 69 | 41 / 14 | 10M | 1M |
| Q2 2024 | 159 | 25M | 27 / 57 | 38 / 18 | 2M | 3M |
| Q1 2024 | 153 | 26M | 29 / 42 | 47 / 27 | 2M | 3M |
| Q4 2023 | 151 | 27M | 142 / 1 | 8 / 2 | 27M | 1M |
| Q3 2023 | 11 | 2M | 11 / 0 | 0 / 0 | 2M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ARR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7,474,918 | – | $130.44M | 0.12% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,955,245 | – | $69.02M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,266,388 | – | $57.00M | 0.07% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,839,976 | – | $49.56M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,802,104 | – | $31.45M | 0.05% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,422,869 | – | $24.83M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,397,571 | – | $23.02M | 0.07% | Jul 31, 2026 |
| iShares Mortgage Real Estate ETF | 1,383,777 | – | $24.15M | 4.41% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 1,196,039 | – | $20.87M | 0.14% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,140,673 | – | $19.90M | 0.12% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 1,114,718 | – | $19.45M | 0.24% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 1,050,070 | – | $17.29M | 0.69% | Jul 31, 2026 |
| VanEck Mortgage REIT Income ETF | 1,026,902 | – | $17.92M | 4.48% | Jun 30, 2026 |
| Invesco KBW High Dividend Yield Financial ETF | 882,434 | – | $15.13M | 3.55% | May 31, 2026 |
| Global X SuperDividend U.S. ETF | 874,991 | – | $14.41M | 1.84% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Daniel C. Staton | Chairman of the Board, Director | 71,682 | Sep 11, 2026 |
| Scott Ulm | CEO, Director | 87,738 | Aug 25, 2026 |
| Sergey Losyev | Co-Chief Investment Officer | 9,677 | Sep 30, 2026 |
| Desmond Macauley | Co-Chief Investment Officer | 9,135 | Aug 25, 2026 |
| Gordon Harper | CFO | 34,272 | Aug 25, 2026 |
| Stewart J. Paperin | Director | 14,303 | Aug 25, 2026 |
| John P. Hollihan Iii | Director | 21,381 | Aug 25, 2026 |
| Z. Jamie Behar | Director | 17,344 | Aug 25, 2026 |
| Robert C. Hain | Director | 3,431 | Aug 25, 2026 |
| Marc H. Bell | Director | 30,681 | Aug 25, 2026 |
| Carolyn Downey | Director | 30,719 | Aug 25, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sergey Losyev Co-Chief Investment Officer | Sep 29, 2026 | Buy | +725 | $13.91 | $10.08K | 9,677 |
| Daniel C. Staton Chairman of the Board, Director | Sep 10, 2026 | Sale | −35,583 | $15.86 | $564.35K | 0 |
| Desmond Macauley Co-Chief Investment Officer | Aug 21, 2026 | Tax withholding | −1,335 | $16.32 | $21.79K | 9,135 |
| Desmond Macauley Co-Chief Investment Officer | Aug 21, 2026 | Option exercise | +4,000 | – | – | 10,470 |
| Scott Ulm CEO, Director | Aug 21, 2026 | Option exercise | +10,880 | – | – | 87,738 |
| Scott Ulm CEO, Director | Aug 21, 2026 | Tax withholding | −4,352 | $16.32 | $71.02K | 83,386 |
| Robert C. Hain Director | Aug 21, 2026 | Tax withholding | −950 | $16.32 | $15.50K | 3,431 |
| Robert C. Hain Director | Aug 21, 2026 | Option exercise | +1,900 | – | – | 4,381 |
| Z. Jamie Behar Director | Aug 21, 2026 | Option exercise | +1,900 | – | – | 17,344 |
| John P. Hollihan Iii Director | Aug 21, 2026 | Tax withholding | −760 | $16.32 | $12.40K | 21,381 |
| John P. Hollihan Iii Director | Aug 21, 2026 | Option exercise | +1,900 | – | – | 22,141 |
| Sergey Losyev Co-Chief Investment Officer | Aug 21, 2026 | Tax withholding | −1,118 | $16.32 | $18.25K | 8,952 |
| Sergey Losyev Co-Chief Investment Officer | Aug 21, 2026 | Option exercise | +4,000 | – | – | 10,070 |
| Stewart J. Paperin Director | Aug 21, 2026 | Option exercise | +1,900 | – | – | 14,095 |
| Marc H. Bell Director | Aug 21, 2026 | Option exercise | +1,900 | – | – | 30,681 |
| Marc H. Bell Director | Aug 21, 2026 | Option exercise | +480 | – | – | 31,161 |
| Carolyn Downey Director | Aug 21, 2026 | Option exercise | +1,900 | – | – | 30,719 |
| Carolyn Downey Director | Aug 21, 2026 | Tax withholding | −950 | $16.32 | $15.50K | 29,769 |
| Gordon Harper CFO | Aug 21, 2026 | Tax withholding | −2,794 | $16.32 | $45.60K | 34,272 |
| Gordon Harper CFO | Aug 21, 2026 | Option exercise | +7,750 | – | – | 37,066 |
| Daniel C. Staton Chairman of the Board, Director | Aug 21, 2026 | Option exercise | +1,900 | – | – | 35,103 |
| Daniel C. Staton Chairman of the Board, Director | Aug 21, 2026 | Option exercise | +480 | – | – | 35,583 |
| Stewart J. Paperin Director | Jul 1, 2026 | Award | +945 | $17.45 | $16.49K | 12,195 |
| Carolyn Downey Director | Jul 1, 2026 | Award | +945 | $17.45 | $16.49K | 28,819 |
| Desmond Macauley Co-Chief Investment Officer | May 21, 2026 | Option exercise | +1,500 | – | – | 6,859 |
| Desmond Macauley Co-Chief Investment Officer | May 21, 2026 | Tax withholding | −389 | $16.47 | $6.41K | 6,470 |
| Daniel C. Staton Chairman of the Board, Director | May 21, 2026 | Option exercise | +1,900 | – | – | 32,723 |
| Daniel C. Staton Chairman of the Board, Director | May 21, 2026 | Option exercise | +480 | – | – | 33,203 |
| Gordon Harper CFO | May 21, 2026 | Tax withholding | −1,321 | $16.47 | $21.76K | 29,316 |
| Gordon Harper CFO | May 21, 2026 | Option exercise | +4,000 | – | – | 30,637 |
| Stewart J. Paperin Director | May 21, 2026 | Option exercise | +1,900 | – | – | 11,250 |
| Sergey Losyev Co-Chief Investment Officer | May 21, 2026 | Option exercise | +1,500 | – | – | 6,351 |
| Sergey Losyev Co-Chief Investment Officer | May 21, 2026 | Tax withholding | −281 | $16.47 | $4.63K | 6,070 |
| John P. Hollihan Iii Director | May 21, 2026 | Tax withholding | −760 | $16.47 | $12.52K | 20,241 |
| John P. Hollihan Iii Director | May 21, 2026 | Option exercise | +1,900 | – | – | 21,001 |
| Scott Ulm CEO, Director | May 21, 2026 | Option exercise | +3,380 | – | – | 78,210 |
| Scott Ulm CEO, Director | May 21, 2026 | Tax withholding | −1,352 | $16.47 | $22.27K | 76,858 |
| Robert C. Hain Director | May 21, 2026 | Option exercise | +1,900 | – | – | 3,431 |
| Robert C. Hain Director | May 21, 2026 | Tax withholding | −950 | $16.47 | $15.65K | 2,481 |
| Carolyn Downey Director | May 21, 2026 | Tax withholding | −950 | $16.47 | $15.65K | 27,874 |
| Carolyn Downey Director | May 21, 2026 | Option exercise | +1,900 | – | – | 28,824 |
| Marc H. Bell Director | May 21, 2026 | Option exercise | +480 | – | – | 28,781 |
| Marc H. Bell Director | May 21, 2026 | Option exercise | +1,900 | – | – | 28,301 |
| Z. Jamie Behar Director | May 21, 2026 | Option exercise | +1,900 | – | – | 15,444 |
| Stewart J. Paperin Director | Apr 1, 2026 | Award | +989 | $16.68 | $16.50K | 9,350 |
| Carolyn Downey Director | Apr 1, 2026 | Award | +989 | $16.68 | $16.50K | 26,924 |
| Scott Ulm CEO, Director | Feb 24, 2026 | Tax withholding | −1,352 | $17.89 | $24.19K | 74,830 |
| Scott Ulm CEO, Director | Feb 24, 2026 | Option exercise | +3,380 | – | – | 76,182 |
| Daniel C. Staton Chairman of the Board, Director | Feb 24, 2026 | Option exercise | +1,043 | – | – | 30,343 |
| Daniel C. Staton Chairman of the Board, Director | Feb 24, 2026 | Option exercise | +480 | – | – | 30,823 |
| Gordon Harper CFO | Feb 24, 2026 | Tax withholding | −1,489 | $17.89 | $26.64K | 26,637 |
| Gordon Harper CFO | Feb 24, 2026 | Option exercise | +4,000 | – | – | 28,126 |
| Robert C. Hain Director | Feb 24, 2026 | Option exercise | +1,043 | – | – | 2,053 |
| Robert C. Hain Director | Feb 24, 2026 | Tax withholding | −522 | $17.89 | $9.34K | 1,531 |
| Desmond Macauley Co-Chief Investment Officer | Feb 24, 2026 | Tax withholding | −482 | $17.89 | $8.62K | 5,359 |
| Desmond Macauley Co-Chief Investment Officer | Feb 24, 2026 | Option exercise | +1,500 | – | – | 5,841 |
| Marc H. Bell Director | Feb 24, 2026 | Option exercise | +1,043 | – | – | 25,921 |
| Marc H. Bell Director | Feb 24, 2026 | Option exercise | +480 | – | – | 26,401 |
| Carolyn Downey Director | Feb 24, 2026 | Tax withholding | −522 | $17.89 | $9.34K | 25,935 |
| Carolyn Downey Director | Feb 24, 2026 | Option exercise | +1,043 | – | – | 26,457 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Daniel C. Staton Officer, Director | Sep 10, 2026 | 35,583 | $564.42K | Sep 10, 2026 | Open market purchase |
| Stewart J. Paperin Director | Dec 31, 2024 | 24,852 | $468.46K | Dec 31, 2024 | Vested RSAs |
| Daniel C. Staton Director | Dec 29, 2023 | 61,682 | $1.20M | Dec 29, 2023 | Open Market Purchase |