GPMT

Granite Point Mortgage Trust Cross-source read
Real EstateCUSIP 38741L107

Among active 13F managers last quarter, 6 opened and 11 added, while 8 reduced; the largest holder to move was Hotchkis & Wiley Capital Management LLC (+19%). Over the last 180 days, 2 insiders sold and none bought, a net -$56K in open-market trades.

Tracked 13F holders
83
31 in Q2 2026 filings
13F value (tracked)
$24.7M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
17 adding · 8 trimming
Insiders · Form 4 open-market, 180d
0 buying · 2 selling · -$56K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns GPMT?

83 tracked 13F filers · ranked by shares held

83 tracked 13F filers disclose a position in GPMT as of the latest SEC 13F filings, a combined $24.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Vanguard Capital Management LLC2.1M
$3.2M
−0.9%
Reduced · −19K sh
Q2 2026
2Cura Wealth Advisors, LLC1.8M
$2.7M
−5.5%
Reduced · −104K sh
Q2 2026
3Hotchkis & Wiley Capital Management LLC1.8M
$2.7M
+19%
Added · +282K sh
Q2 2026
4Gratia Capital, LLC1.7M
$2.6M
−22%
Reduced · −500K sh
Q2 2026
5BlackRock, Inc.1.3M
$1.9M
−19%
Reduced · −298K sh
Q2 2026
6Epiq Partners, LLC898K
$1.3M
−16%
Reduced · −166K sh
Q2 2026
7Purpose Unlimited Inc.868K
$1.3M
Held
Q2 2026
8D. E. Shaw & Co., Inc.825K
$1.2M
+2.6%
Added · +21K sh
Q1 2026
9Marshall Wace, LLP634K
$920K
−25%
Reduced · −215K sh
Q1 2026
10Geode Capital Management, LLC532K
$799K
−15%
Reduced · −94K sh
Q2 2026
11Morgan Stanley484K
$701K
−5.1%
Reduced · −26K sh
Q1 2026
12Two Sigma Investments, LP461K
$669K
+40%
Added · +131K sh
Q1 2026
13Charles Schwab Investment Management Inc325K
$471K
+23%
Added · +60K sh
Q1 2026
14Vanguard Fiduciary Trust Co278K
$417K
+0.7%
Added · +2K sh
Q2 2026
15Oppenheimer & Co Inc270K
$405K
Held
Q2 2026
16State Street Corp244K
$366K
−8.1%
Reduced · −22K sh
Q2 2026
17JPMorgan Chase & Co209K
$293K
−3.6%
Reduced · −8K sh
Q1 2026
18Ameriprise Financial Inc182K
$264K
−7.3%
Reduced · −14K sh
Q1 2026
19Northern Trust Corp177K
$256K
+0.7%
Added · +1K sh
Q1 2026
20Millennium Management LLC146K
$211K
−40%
Reduced · −97K sh
Q1 2026
21Price T Rowe Associates Inc127K
Withheld
+23%
Added · +24K sh
Q2 2026
22&Partners113K
$170K
−1.6%
Reduced · −2K sh
Q2 2026
23Goldman Sachs Group Inc111K
$161K
−17%
Reduced · −24K sh
Q1 2026
24XTX Topco Ltd109K
$158K
+12%
Added · +12K sh
Q1 2026
25Raymond James Financial Inc102K
$147K
−32%
Reduced · −48K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is GPMT being bought or sold by institutions?

Last quarter, 6 funds opened a new position in GPMT and 11 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
11
added to an existing position
Reduced
8
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own GPMT also own

CompanyCo-held byTheir position there
Alphabet Inc-CL AGOOGL37 funds$32.0B
Microsoft CorpMSFT36 funds$54.4B
Bank Of America CorpBAC36 funds$7.6B
Nvidia CorpNVDA35 funds$84.3B
Amazon.com IncAMZN35 funds$37.3B
Alphabet Inc-CL CGOOG35 funds$25.8B
Apple IncAAPL34 funds$65.4B
Meta Platforms Inc-Class AMETA34 funds$25.7B
Visa Inc-Class A SharesV34 funds$15.5B
JPMorgan Chase & CoJPM34 funds$12.8B
Micron Technology IncMU34 funds$8.1B
Berkshire Hathaway Inc-CL BBRK/B34 funds$7.8B

Ranked by how many of GPMT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GPMT.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$56K
2 insiders
Net · 180d
-$56K
2 open-market transactions
DateInsiderRoleActionSharesValue
Jun 8, 2026Kasnet Stephen GDirectorSell (S)27K$40K
Jun 8, 2026Dehne Tanuja MDirectorSell (S)11K$16K
Nov 12, 2025Kasnet Stephen GDirectorSell (S)45K$121K
Nov 11, 2025Nikolic LazarDirectorBuy (P)
2 lots, same day
12K$237K
Nov 10, 2025Woodhouse Hope BDirectorSell (S)15K$40K
Nov 10, 2025Nikolic LazarDirectorBuy (P)4K$77K
Aug 21, 2025Woodhouse Hope BDirectorSell (S)5K$14K
Aug 15, 2025Halter Patrick GregoryDirectorBuy (P)17K$48K
Aug 13, 2025Nikolic LazarDirectorBuy (P)3K$59K
Jun 9, 2025Kasnet Stephen GDirectorSell (S)42K$106K
Jun 9, 2025Dehne Tanuja MDirectorSell (S)9K$22K
May 22, 2025Nikolic LazarDirectorBuy (P)7K$16K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
1935
Insiders
Form 4 open-market
02-$56K
US House
STOCK Act trades
00$0
Sector rotation
GPMT is in Real Estate, which smart money is rotating OUT OF
$1.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

31 tracked filers in Q2 2026 filingsstill filing
050100Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $6.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for GPMT

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Ask your agent what changed in GPMT

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/GPMT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for GPMT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for GPMT. Filings are public domain, sourced to SEC EDGAR.