13FPulse
AR

ARR ARMOUR RESIDENTIAL REIT INC

2026Q2 · CUSIP 042315705 · Sector: REITs

Piling in

Net holder growth ranks near the top of the market

Funds that own it
245
Institutions that reported holding it to the SEC
Net increase in holders
+23
Last quarter 222 → now 245
How unusual is that
Top 20%
Stronger buying than 85% of US stocks
What the filings say, in one paragraph

245 funds held ARR at the end of 2026Q2, up 23 from the quarter before. That is stronger buying than 85.4% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 6.6x, return on equity is 10.3%. ARR has had 2 buying rushes in its history, and the price moved +13.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the REITs sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2019Q1: holders=1 2019Q3: holders=1 2019Q4: holders=1 2020Q1: holders=1 2021Q4: holders=1 2022Q4: holders=1 2023Q3: holders=10 2023Q4: holders=151 2024Q1: holders=152 2024Q2: holders=159 2024Q3: holders=168 2024Q4: holders=180 2025Q1: holders=190 2025Q2: holders=195 2025Q3: holders=210 2025Q4: holders=220 2026Q1: holders=222 2026Q2: holders=245 -141 -70.5 +0 +70.5 +141 0129258 19Q119Q421Q423Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 2 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2023Q4 Top 5% +4.3% +13.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
122
Change in large funds
+16
Total value they hold
$1.3B
Funds buying for the first time
45
Funds that sold out entirely
22
Price change that quarter
+2.2%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
6.6
EPS (TTM)
$2.49
EPS YoY
Revenue (TTM)
Revenue YoY
Net margin
ROE
10.3%
Debt ratio
89.1%
FCF (TTM)
Dividend (TTM)
$2.88
Quarterly Revenue & EPS
2025-03-31: EPS 0.32 2025-06-30: EPS -0.94 2025-09-30: EPS 1.49 2025-12-31: EPS 2.43 2026-03-31: EPS -0.49 -1.03 0.82 2.67 20252026 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
5 6 7 20252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.