Datadory notebook

List of publicly traded mortgage REITs: who is on it, and what each name carries

Datadory delivers the list of publicly traded mortgage REITs as a maintained roster: roughly 30 tracked vehicles resolving to about 22 listed-company rows per pull, each with ticker, headquarters location, trailing one-year total return and last close - joined to a ten-name fund basket covering 77.86% of sector assets and monthly index membership back to December 1971.

1,744 datasets. Pick your catch.

What is a list of publicly traded mortgage REITs, actually?

A list of publicly traded mortgage REITs sounds like one artifact. It is four decisions stacked under one heading: the membership test (who counts as an mREIT), the grain (tracked vehicles versus listed companies), the vintage (a live cross-section or a dated snapshot), and the fields riding beside each name. Get any one wrong and the roster still prints - it just answers a question nobody asked.

In the Datadory catalog the phrase resolves to a small family of records rather than a single file. The census layer is the Nareit Mortgage REIT Sector Overview - Live Metrics & Constituent List, the only mREIT-native roster among the eleven datasets pooled for the industry: FTSE Russell aggregates over roughly 30 tracked vehicles, and beneath them a sortable per-company table of about 22 listed rows. Around it sit three complements - a ten-name fund basket, a fifty-year benchmark series, and a 166-row whole-universe directory that treats "mortgage" as a filter rather than an identity.

The distinction matters because the sector is tiny and top-heavy enough that every choice shows. REM, the basket, holds the sector through ten names accounting for 77.86% of assets; two of those names alone weigh 42.41%. A roster that prices each company separately is the only view where that concentration becomes visible instead of averaged away.

How many publicly traded mortgage REITs are there?

One publisher supplies both counts, and they disagree by construction. The aggregate block on the sector overview record sources to FTSE Russell and reports 30 REITs tracked as of 7/31/2026, alongside a 13.14% dividend yield for the sector, +0.76% year-to-date, -1.55% for July 2026 alone and +16.02% across calendar 2025. The sortable constituent table on the same record rendered roughly 22 listed-company rows per pull during the August 2026 verification pass. The tracked universe and the rendered roster are different populations, not a contradiction to reconcile.

Three checks keep any count honest:

  1. Some rows carry no return. InPoint Commercial, PennyMac and Rithm printed Not available rather than a one-year figure in the captured snapshot, so a screen keyed on returns silently drops names from the list before anyone decides they should be dropped.
  2. The basket proves the top-heaviness. REM covers the sector through ten holdings totalling 77.86% of assets - read that as a hint about how much of any full roster actually moves the cap-weighted numbers.
  3. The wider universe needs a filter. The Nareit REIT & Public Real Estate Company Directory enumerates 166 companies with property-type assignments, so mortgage-sector membership there is something you apply, not something you inherit.

Which dataset publishes the official mortgage REIT roster?

The Sector Overview owns the census layer. Each row carries six documented fields: company_name, hyperlinked in the source presentation to its own directory page; ticker, the join key everything downstream keys on; location, the headquarters city and country; sector, reading Mortgage on every row of this particular roster; one-year total return; and share price stamped to the 08/21/2026 market close.

Five rows exactly as delivered:

company_name              : ACRES Commercial Realty Corp.
ticker                    : ACR
one_year_total_return_pct : -27.98
price_usd                 : 14.62

company_name              : AGNC Investment Corp.
ticker                    : AGNC
one_year_total_return_pct : +28.88
price_usd                 : 10.92

company_name              : Angel Oak Mortgage, Inc.
ticker                    : AOMR
one_year_total_return_pct : +0.82
price_usd                 : 8.72

company_name              : Apollo Commercial RE Finance, Inc.
ticker                    : ARI
one_year_total_return_pct : +11.56
price_usd                 : 6.94

company_name              : Arbor Realty Trust, Inc.
ticker                    : ABR
one_year_total_return_pct : -48.99
price_usd                 : 5.18

Read together, five lines are a portrait of the sector's dispersion. AGNC gains +28.88 percent over twelve months while Arbor Realty loses 48.99 - a seventy-seven-point spread inside one asset class, precisely what a cap-weighted instrument averages away and this roster refuses to. Angel Oak sits nearly flat at +0.82 percent, the middle case between the tails.

Roster, basket, or benchmark: which version of the list does your job need?

Four records produce four defensible lists, differing on membership test, attached fields and vintage. Every downstream number inherits its denominator, so pick the row that matches the job before you screen. The head-to-head between the two live views is worked through row by row in the Nareit roster versus the REM basket.

Who builds on a mortgage REIT ticker list?

Investors and quant researchers get the listed cohort at per-name resolution: dispersion studies across the +28.88% to -48.99% return range, yield checks against the 13.14% sector aggregate, and reconciliation of their own books against the basket's weights. Their page: mortgage REITs for investors and quants.

Market researchers and consultants size the competitive set - roughly thirty vehicles, twenty-two of them listed - and benchmark payout claims against association-published aggregates with explicit as-of dates. Their page: mortgage REITs for market researchers.

Sales and growth teams load territory lists straight from the roster: company names with headquarters cities attached turn segmentation between agency home-financing names such as Annaly and AGNC and commercial-credit names such as Starwood Property Trust into a filter rather than a project.

Developers building data products get a six-field schema keyed on ticker that loads once and diffs forever, plus a thirteen-field basket record that generalises to any sibling wrapper or individual mREIT ticker on request.

Across all four the pattern repeats: the value is not the list itself but the join - roster rows to fund weights on ticker, both to index returns on period, everything stamped to its own clock.

How is the mortgage REIT roster delivered?

Start with the smallest cut that answers the question: request a sample scoped to named tickers, or to the roster plus aggregates side by side. Real rows arrive first, with the field dictionary and coverage statement attached - and you keep all three regardless of what happens next.

Where should you go next?

Start with the mortgage reits data guide, the pillar post scoring all eleven pooled records in the industry and showing where the census sits beside the basket, the benchmark and the collateral layers. Then take the two jobs a ticker list usually triggers next: historical mortgage REIT total returns covers the return columns you will benchmark each name against, and FTSE Nareit mortgage index constituents unpacks archived membership for survivorship work. mREIT dividend yield history extends the income leg the roster's yield column only gestures at.

For browsing, the mortgage-reits data hub pools every record for the sector, the best mortgage-reits datasets ranking sorts them by quality score, and the source profile for Nareit documents the publisher behind the roster. Definitions live in the glossary: the T-Tracker for the operating layer, REIT total return for why the income column decides whether an analysis survives.

Four ways to answer 'list of publicly traded mortgage REITs' - what each Datadory record contributes (verified August 2026)
RecordMembership testNames countedFields attachedVintage
Nareit Mortgage REIT Sector Overview - Live Metrics & Constituent ListAsset-class identity: the sector's own count of itself~30 tracked vehicles; ~22 listed-company rows per pullCompany name, ticker, location, sector, one-year total return, share priceLive - aggregates dated 7/31/2026, prices stamped to the 08/21/2026 close
Yahoo Finance - iShares Mortgage Real Estate Capped ETF (REM) Quote & HoldingsBasket composition: what one tradable wrapper owns10 named constituents = 77.86% of assetsSymbol, company, weight %, plus price, NAV, expense ratio, yieldSession-stamped quotes; holdings shift only when the portfolio does
Nareit REIT Indexes and Market Performance LandingIndex membership: who constitutes the FTSE Nareit mortgage familiesAnnual rosters, 1991-2026, incl. Home Financing and Commercial Financing linesIndex, year, member REIT; return trio and index level on performance rowsDated snapshots - one membership list per year
Nareit REIT & Public Real Estate Company DirectoryListing status across the whole universe, mortgage as a filter166 companies across the listed REIT universeName, exchange ticker, HQ city/state, property type, one-year return, priceAs-of 08/20/2026 capture

Pick up where this leaves off

Every one of these ships with sample rows before you commit to anything.

Mortgage REITs United States - the complete listed mortgage REIT cohort, each…

Nareit Mortgage REIT Sector Overview - Live Metrics & Constituent List

Diversified Real Estate Activities United States and international Nareit member companies (166…

Nareit REIT & Public Real Estate Company Directory

Mortgage REITs United States series plus global coverage via FTSE EPRA/Nareit…

Nareit REIT Indexes and Market Performance Landing

Mortgage REITs United States - constituents of the FTSE Nareit U.S. Real…

Nareit Monthly Index Values & Returns - Complete History XLS (1972-2026)

Date · Index

Mortgage REITs United States, national level

Federal Reserve H.15 Selected Interest Rates - Daily Yield Curve

Mortgage REITs United States (national accounts)

Federal Reserve Financial Accounts of the United States - Z.1 Statistical Release

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Questions worth asking

How many publicly traded mortgage REITs are there?

It depends which denominator you fix. The FTSE Russell aggregates behind the sector overview track 30 vehicles as of month-end 7/31/2026; the sortable per-company table resolves to roughly 22 listed rows per pull; the whole-universe directory lists 166 REITs needing a mortgage filter applied; and the REM basket compresses exposure into ten weighted names covering 77.86% of assets. Fix one population before quoting any count.

Which fields come attached to each mortgage REIT on the list?

Six verified fields per row: company_name, ticker, headquarters location, sector (reading Mortgage throughout this roster), one_year_total_return_pct as of the stated market close, and price_usd at that same close. Both economic columns print Not available rather than zero for a handful of entries, so gaps stay visible instead of silently screening names out of a screen built on them.

Why do mortgage REIT counts differ between sources?

Because each applies a different membership test. Tracked vehicles include entries beyond the currently listed-and-computable set, which is why row counts vary slightly pull to pull; the directory assigns property types rather than asset-class identities; and the basket caps sampling by construction. The gap between ~30 tracked and ~22 listed is itself information about how thin the investable tail runs.

How far back can mortgage REIT membership be reconstructed?

Annual constituent rosters run from 1991 through 2026, one membership list per year, so a long-run backtest can carry correct point-in-time membership instead of today's list projected backward. Performance context behind those memberships runs 665 monthly observations from December 1971 through July 2026 in the complete index workbook, with Home Financing and Commercial Financing split out.

What does a Datadory mortgage REIT roster sample include?

Real rows cut to your scope: the current roster filtered to the tickers you name, the roster plus sector aggregates side by side with their as-of dates aligned, the basket weights reconciled against the listed names, or the monthly index block trimmed to your lookback window - delivered with the field dictionary and coverage statement, which stay yours regardless.