MFANYSEReal Estate Investment TrustsFiscal year ends December 31Also trades as MFA.PB, MFA.PC, MFAN, MFAO
MFA FINANCIAL, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$6.41−0.18 (-2.73%)
Close on Oct 19, 2026
- Market cap
- $675.86M
- P/E (TTM)
- 6.3
- Dividend yield
- 22.46%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
51M
Shares held, 13F filers
Institutional holders
212
21 new, 23 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 9,527,771 | 9.30% | 13G (passive) amendment | Dec 31, 2023 |
| Wellington Investment Advisors Holdings LLP | 7,874,818 | 7.70% | 13G (passive) amendment | Dec 31, 2024 |
| Vaughan Nelson Investment Management, Inc. | 5,602,534 | 5.49% | 13G (passive) | Dec 31, 2024 |
| Vanguard Capital Management | 5,286,600 | 5.17% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MFA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,459,988 | – | $91.67M | +271,707 | 0.00% |
| Vanguard Portfolio Management LLC | 4,657,537 | – | $45.13M | +31,396 | 0.00% |
| Vanguard Capital Management LLC | 4,523,717 | – | $43.83M | −14,614 | 0.00% |
| Geode Capital Management, LLC | 2,647,014 | – | $25.65M | +73,404 | 0.00% |
| State Street Corp | 2,576,990 | – | $25.87M | +145,992 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,187,255 | – | $21.19M | +72,792 | 0.03% |
| Invesco Ltd. | 1,781,442 | – | $17.26M | +132,093 | 0.00% |
| Wolverine Asset Management LLC | 1,709,312 | – | $16.56M | +176,026 | 0.15% |
| Charles Schwab Investment Management Inc | 1,537,978 | – | $14.90M | −28,138 | 0.00% |
| FMR LLC | 1,314,262 | – | $12.74M | +142,510 | 0.00% |
| Northern Trust Corp | 1,048,784 | – | $10.16M | +101,055 | 0.00% |
| Van Eck Associates Corp | 1,034,189 | – | $10.02M | −144,093 | 0.01% |
| Aqr Capital Management LLC | 955,204 | – | $9.26M | −61,606 | 0.00% |
| Goldman Sachs Group Inc | 708,988 | – | $6.87M | +148,520 | 0.00% |
| First Trust Advisors LP | 687,912 | – | $6.67M | New | 0.00% |
| Vanguard Fiduciary Trust Co | 685,625 | – | $6.64M | +25,226 | 0.00% |
| Lsv Asset Management | 580,175 | – | $5.62K | – | 0.01% |
| Renaissance Technologies LLC | 567,525 | – | $5.50M | −209,500 | 0.01% |
| Bank of New York Mellon Corp | 537,991 | – | $5.21M | +3,960 | 0.00% |
| Citigroup Inc | 483,813 | – | $4.69M | +103,741 | 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 | 212 | 51M | 21 / 82 | 62 / 23 | 4M | 4M |
| Q1 2026 | 220 | 51M | 43 / 73 | 56 / 26 | 14M | 5M |
| Q4 2025 | 209 | 52M | 35 / 73 | 69 / 27 | 5M | 6M |
| Q3 2025 | 207 | 53M | 42 / 78 | 54 / 22 | 6M | 10M |
| Q2 2025 | 188 | 57M | 28 / 73 | 53 / 32 | 7M | 11M |
| Q1 2025 | 192 | 61M | 34 / 70 | 53 / 28 | 5M | 8M |
| Q4 2024 | 189 | 64M | 37 / 66 | 50 / 29 | 7M | 9M |
| Q3 2024 | 186 | 67M | 35 / 69 | 46 / 16 | 15M | 2M |
| Q2 2024 | 168 | 64M | 20 / 70 | 43 / 24 | 5M | 5M |
| Q1 2024 | 175 | 64M | 26 / 57 | 56 / 24 | 4M | 4M |
| Q4 2023 | 176 | 64M | 30 / 51 | 66 / 23 | 11M | 6M |
| Q3 2023 | 170 | 59M | 21 / 71 | 43 / 21 | 4M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MFA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,246,252 | – | $31.46M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,624,680 | – | $25.43M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,327,658 | – | $22.56M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,475,970 | – | $14.30M | 0.02% | Jun 30, 2026 |
| Invesco KBW High Dividend Yield Financial ETF | 1,390,820 | – | $13.35M | 3.13% | May 31, 2026 |
| Global X SuperDividend ETF | 1,230,441 | – | $11.21M | 0.92% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,169,225 | – | $11.33M | 0.01% | Jun 30, 2026 |
| iShares Mortgage Real Estate ETF | 1,162,110 | – | $11.26M | 2.06% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,143,204 | – | $10.41M | 0.03% | Jul 31, 2026 |
| VanEck Mortgage REIT Income ETF | 1,047,998 | – | $10.16M | 2.54% | Jun 30, 2026 |
| Fidelity Real Estate Income Fund | 768,839 | – | $7.00M | 0.16% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 740,997 | – | $7.18M | 0.05% | Jun 30, 2026 |
| Multi-Asset Diversified Income Index Fund | 685,872 | – | $6.65M | 1.60% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 558,418 | – | $5.36M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 529,327 | – | $5.08M | 0.03% | May 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 |
|---|---|---|---|
| Craig L. Knutson | CEO, Director | 1,557,451 | Jan 12, 2026 |
| Mei Lin | Sr. VP & Co-Controller | 33,466 | Jan 12, 2026 |
| Michael Charles Roper | Sr. VP & Chief Financial Ofcr | 88,138 | Jan 12, 2026 |
| Natasha Seemungal | Sr. VP & Co-Controller | 30,090 | Jan 12, 2026 |
| Bryan Wulfsohn | Pres. & Chief Invest. Ofcr. | 440,286 | Jan 12, 2026 |
| Harold E. Schwartz | Senior Vice President | 159,518 | Jan 12, 2026 |
| Lori R. Samuels | SVP & Chief Loan Ops. Ofcr | 105,554 | Jan 12, 2026 |
| Bryan Doran | Sr VP & Chief Accounting Ofcr | 0 | Jan 6, 2026 |
| Christopher R. Small | Director | 0 | Jun 10, 2026 |
| Lisa Polsky | Director | 0 | Jun 10, 2026 |
| Laurie Goodman | Director | 9,480 | Jun 10, 2026 |
| Richard C. Wald | Director | 0 | Jun 10, 2026 |
| Sheila A. Stamps | Director | 15,840 | Jun 10, 2026 |
| Robin Josephs | Director | 87,884 | Jun 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Laurie Goodman Director | Jan 15, 2026 | Option exercise | +3,473 | – | – | 9,480 |
| Robin Josephs Director | Jan 15, 2026 | Option exercise | +3,473 | – | – | 35,454 |
| Bryan Wulfsohn Pres. & Chief Invest. Ofcr. | Jan 8, 2026 | Option exercise | +232,090 | – | – | 440,286 |
| Bryan Wulfsohn Pres. & Chief Invest. Ofcr. | Jan 8, 2026 | Tax withholding | −35,432 | $9.57 | $339.08K | 404,854 |
| Bryan Wulfsohn Pres. & Chief Invest. Ofcr. | Jan 8, 2026 | Tax withholding | −13,339 | $9.57 | $127.65K | 391,515 |
| Bryan Wulfsohn Pres. & Chief Invest. Ofcr. | Jan 8, 2026 | Option exercise | +67,914 | – | – | 208,196 |
| Mei Lin Sr. VP & Co-Controller | Jan 8, 2026 | Tax withholding | −2,057 | $9.57 | $19.69K | 33,466 |
| Mei Lin Sr. VP & Co-Controller | Jan 8, 2026 | Option exercise | +4,922 | – | – | 15,700 |
| Mei Lin Sr. VP & Co-Controller | Jan 8, 2026 | Option exercise | +16,823 | – | – | 35,523 |
| Mei Lin Sr. VP & Co-Controller | Jan 8, 2026 | Tax withholding | −1,335 | $9.57 | $12.78K | 32,131 |
| Natasha Seemungal Sr. VP & Co-Controller | Jan 8, 2026 | Tax withholding | −1,470 | $9.57 | $14.07K | 30,090 |
| Natasha Seemungal Sr. VP & Co-Controller | Jan 8, 2026 | Tax withholding | −2,266 | $9.57 | $21.69K | 31,560 |
| Natasha Seemungal Sr. VP & Co-Controller | Jan 8, 2026 | Option exercise | +16,823 | – | – | 33,826 |
| Natasha Seemungal Sr. VP & Co-Controller | Jan 8, 2026 | Option exercise | +4,922 | – | – | 17,003 |
| Lori R. Samuels SVP & Chief Loan Ops. Ofcr | Jan 8, 2026 | Option exercise | +53,827 | – | – | 105,554 |
| Lori R. Samuels SVP & Chief Loan Ops. Ofcr | Jan 8, 2026 | Option exercise | +15,749 | – | – | 51,727 |
| Lori R. Samuels SVP & Chief Loan Ops. Ofcr | Jan 8, 2026 | Tax withholding | −3,461 | $9.57 | $33.12K | 92,614 |
| Lori R. Samuels SVP & Chief Loan Ops. Ofcr | Jan 8, 2026 | Tax withholding | −9,479 | $9.57 | $90.71K | 96,075 |
| Harold E. Schwartz Senior Vice President | Jan 8, 2026 | Tax withholding | −5,582 | $9.57 | $53.42K | 159,518 |
| Harold E. Schwartz Senior Vice President | Jan 8, 2026 | Tax withholding | −15,465 | $9.57 | $148.00K | 165,100 |
| Harold E. Schwartz Senior Vice President | Jan 8, 2026 | Option exercise | +90,821 | – | – | 180,565 |
| Harold E. Schwartz Senior Vice President | Jan 8, 2026 | Option exercise | +26,575 | – | – | 89,744 |
| Michael Charles Roper Sr. VP & Chief Financial Ofcr | Jan 8, 2026 | Tax withholding | −3,217 | $9.57 | $30.79K | 88,138 |
| Michael Charles Roper Sr. VP & Chief Financial Ofcr | Jan 8, 2026 | Tax withholding | −8,810 | $9.57 | $84.31K | 91,355 |
| Michael Charles Roper Sr. VP & Chief Financial Ofcr | Jan 8, 2026 | Option exercise | +53,827 | – | – | 100,165 |
| Michael Charles Roper Sr. VP & Chief Financial Ofcr | Jan 8, 2026 | Option exercise | +15,749 | – | – | 46,338 |
| Craig L. Knutson CEO, Director | Jan 8, 2026 | Option exercise | +538,186 | – | – | 1,306,556 |
| Craig L. Knutson CEO, Director | Jan 8, 2026 | Tax withholding | −81,087 | $9.57 | $776.00K | 1,225,469 |
| Craig L. Knutson CEO, Director | Jan 8, 2026 | Tax withholding | −42,127 | $9.57 | $403.16K | 1,183,342 |
| Craig L. Knutson CEO, Director | Jan 8, 2026 | Option exercise | +157,481 | – | – | 768,370 |
| Mei Lin Sr. VP & Co-Controller | Sep 15, 2025 | Sale | −2,775 | $10.10 | $28.03K | 10,778 |
| Sheila A. Stamps Director | Jun 4, 2025 | Award | +15,840 | $9.47 | $150.00K | 15,840 |
| Robin Josephs Director | Jan 17, 2025 | Option exercise | +3,153 | – | – | 31,981 |
| Laurie Goodman Director | Jan 17, 2025 | Option exercise | +3,153 | – | – | 6,007 |
| Harold E. Schwartz Senior Vice President | Jan 7, 2025 | Option exercise | +9,590 | – | – | 82,224 |
| Harold E. Schwartz Senior Vice President | Jan 7, 2025 | Tax withholding | −4,168 | $10.05 | $41.89K | 78,056 |
| Harold E. Schwartz Senior Vice President | Jan 7, 2025 | Tax withholding | −14,887 | $10.05 | $149.61K | 63,169 |
| Harold E. Schwartz Senior Vice President | Jan 7, 2025 | Option exercise | +8,170 | – | – | 72,634 |
| Michael Charles Roper Sr. VP & Chief Financial Ofcr | Jan 7, 2025 | Tax withholding | −8,279 | $10.05 | $83.20K | 31,589 |
| Michael Charles Roper Sr. VP & Chief Financial Ofcr | Jan 7, 2025 | Option exercise | +4,902 | – | – | 37,027 |
| Michael Charles Roper Sr. VP & Chief Financial Ofcr | Jan 7, 2025 | Option exercise | +5,751 | – | – | 42,778 |
| Michael Charles Roper Sr. VP & Chief Financial Ofcr | Jan 7, 2025 | Tax withholding | −2,910 | $10.05 | $29.25K | 39,868 |
| Lori R. Samuels SVP & Chief Loan Ops. Ofcr | Jan 7, 2025 | Option exercise | +5,751 | – | – | 46,520 |
| Lori R. Samuels SVP & Chief Loan Ops. Ofcr | Jan 7, 2025 | Tax withholding | −2,641 | $10.05 | $26.54K | 43,879 |
| Lori R. Samuels SVP & Chief Loan Ops. Ofcr | Jan 7, 2025 | Tax withholding | −7,901 | $10.05 | $79.41K | 35,978 |
| Lori R. Samuels SVP & Chief Loan Ops. Ofcr | Jan 7, 2025 | Option exercise | +4,902 | – | – | 40,769 |
| Natasha Seemungal Sr. VP & Co-Controller | Jan 7, 2025 | Tax withholding | −3,863 | $10.05 | $38.82K | 12,081 |
| Natasha Seemungal Sr. VP & Co-Controller | Jan 7, 2025 | Tax withholding | −1,341 | $10.05 | $13.48K | 15,944 |
| Natasha Seemungal Sr. VP & Co-Controller | Jan 7, 2025 | Option exercise | +3,194 | – | – | 17,285 |
| Natasha Seemungal Sr. VP & Co-Controller | Jan 7, 2025 | Option exercise | +2,724 | – | – | 14,091 |
| Craig L. Knutson CEO, Director | Jan 7, 2025 | Tax withholding | −102,196 | $10.05 | $1.03M | 625,599 |
| Craig L. Knutson CEO, Director | Jan 7, 2025 | Tax withholding | −34,406 | $10.05 | $345.78K | 727,795 |
| Craig L. Knutson CEO, Director | Jan 7, 2025 | Option exercise | +81,818 | – | – | 762,201 |
| Craig L. Knutson CEO, Director | Jan 7, 2025 | Option exercise | +69,717 | – | – | 680,383 |
| Mei Lin Sr. VP & Co-Controller | Jan 7, 2025 | Tax withholding | −3,214 | $10.05 | $32.30K | 13,553 |
| Mei Lin Sr. VP & Co-Controller | Jan 7, 2025 | Tax withholding | −1,079 | $10.05 | $10.84K | 16,767 |
| Mei Lin Sr. VP & Co-Controller | Jan 7, 2025 | Option exercise | +2,724 | – | – | 14,652 |
| Mei Lin Sr. VP & Co-Controller | Jan 7, 2025 | Option exercise | +3,194 | – | – | 17,846 |
| Bryan Wulfsohn Pres. & Chief Invest. Ofcr. | Jan 7, 2025 | Tax withholding | −28,720 | $10.05 | $288.64K | 141,101 |
| Bryan Wulfsohn Pres. & Chief Invest. Ofcr. | Jan 7, 2025 | Tax withholding | −11,123 | $10.05 | $111.79K | 169,821 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.