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Adamas Trust, Inc. (ADAM) Institutional Ownership & Insider Trading

206 institutions reported holding Adamas Trust, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

ADAMAdamas Trust, Inc.Follow ADAM — free
REIT - Mortgage · Real Estate
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Price chart with a free account
Market cap
702.0M
P/E TTM
4.6
Dividend yield
11.6%
52-week
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Next earnings
28 Oct, in 4 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

206 institutions held 54.2% of the shares. Across filers that reported both quarters, shares held changed +1.6%.

Increased+63New+36Decreased-51Closed-15

Largest moves, shares (millions)

BlackRock+0.4MNuveen+0.3MWolverine Asset Management+0.3MAllspring Global…-0.7MBessemer Group-0.5MCharles Schwab Investment…-0.2M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-1.9Sep 24+0.6Dec 24-2.5Mar 25+0.7Jun 25-1.2Sep 25+0.3Dec 25-1.3Mar 26+0.7Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2620649+1.6%63365115
Mar 2618548-2.9%62254524
Dec 2517949+0.6%57195413
Sep 2516749-2.5%52185423
Jun 2517250+1.5%48255221
Mar 2517249-4.9%48195516
Dec 2416651+1.1%43284818
Sep 2415651-5.0%44155116

Adamas Trust, Inc. — questions

Who owns Adamas Trust, Inc. stock?
206 institutions reported Adamas Trust, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (15.2%), VANGUARD CAPITAL MANAGEMENT LLC (4.1%), STATE STREET CORP (3.9%).

Every figure on this page comes from Adamas Trust, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.