New York Mortgage Trust, Inc.
US ˙ NasdaqGS ˙ US6496048405
QUESTO SIMBOLO NON E' PIU' ATTIVO

SecurityNYMT / New York Mortgage Trust, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership21,462 shares
Latest Disclosed Value $ 157,963
Creative Planning reports 15.69% increase in ownership of NYMT / New York Mortgage Trust, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 21,462 shares of New York Mortgage Trust, Inc. (US:NYMT) valued at $157,963 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,552 shares of New York Mortgage Trust, Inc.. This represents a change in shares of 15.69% during the quarter. The current value of the position is $152,595 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F ADAMAS TRUST COM 649604840 21,462 2,910 15.69 158 16.30 0.0001
2026-02-17 2025-12-31 13F ADAMAS TRUST COM 649604840 18,552 5,765 45.08 135 51.69 0.0001
2025-11-14 2025-09-30 13F ADAMAS TRUST COM 649604840 12,787 12,787 89 0.0001
2025-08-08 2025-06-30 13F NEW YORK MTG TR COM 649604840 0 -12,561 -100.00 0 -100.00
2025-05-15 2025-03-31 13F NEW YORK MTG TR COM 649604840 12,561 12,561 82 0.0001
2025-02-14 2024-12-31 13F NEW YORK MTG TR COM 649604840 0 -13,499 -100.00 0 -100.00
2024-10-11 2024-09-30 13F NEW YORK MTG TR COM 649604840 13,499 1,594 13.39 85 23.19 0.0001
2024-08-15 2024-06-30 13F NEW YORK MTG TR COM 649604840 11,905 11,905 70 0.0001
2023-11-16 2023-09-30 13F NEW YORK MTG TR COM 649604840 0 -16,745 -100.00 0 -100.00
2023-07-21 2023-06-30 13F NEW YORK MTG TR COM 649604840 16,745 16,745 166 0.0002
2023-05-15 2023-03-31 13F NEW YORK MTG TR COM PAR $.02 649604501 0 -19,135 -100.00 0 -100.00
2023-02-10 2022-12-31 13F NEW YORK MTG TR COM PAR $.02 649604501 19,135 19,135 49 0.0001
2022-05-16 2022-03-31 13F NEW YORK MTG TR COM PAR $.02 649604501 0 -26,281 -100.00 0 -100.00
2022-02-11 2021-12-31 13F NEW YORK MTG TR COM PAR $.02 649604501 26,281 142 0.54 98 -11.71 0.0002
2021-11-10 2021-09-30 13F NEW YORK MTG TR COM PAR $.02 649604501 26,139 254 0.98 111 -4.31 0.0002
2021-08-04 2021-06-30 13F NEW YORK MTG TR COM PAR $.02 649604501 25,885 -40,258 -60.87 116 -60.81 0.0002
2021-04-30 2021-03-31 13F CreativePlanning COM PAR $.02 649604501 66,143 1,360 2.10 296 23.85 0.0006
2021-01-29 2020-12-31 13F NEW YORK MTG TR COM PAR $.02 649604501 64,783 22,676 53.85 239 123.36 0.0005
2020-11-05 2020-09-30 13F NEW YORK MTG TR COM PAR $.02 649604501 42,107 3,666 9.54 107 7.00 0.0003
2020-07-23 2020-06-30 13F NEW YORK MTG TR COM PAR $.02 649604501 38,441 -3,407 -8.14 100 53.85 0.0003
2020-05-05 2020-03-31 13F NEW YORK MTG TR COM PAR $.02 649604501 41,848 -1,560 -3.59 65 -75.93 0.0002
2020-01-30 2019-12-31 13F NEW YORK MTG TR COM PAR $.02 649604501 43,408 -1,962 -4.32 270 -2.17 0.0008
2019-11-01 2019-09-30 13F NEW YORK MTG TR COM PAR $.02 649604501 45,370 37 0.08 276 -1.78 0.0009
2019-07-26 2019-06-30 13F NEW YORK MTG TR COM PAR $.02 649604501 45,333 1,676 3.84 281 5.64 0.0009
2019-04-24 2019-03-31 13F NEW YORK MTG TR COM PAR $.02 649604501 43,657 -21,607 -33.11 266 -30.73 0.0010
2019-02-12 2018-12-31 13F/A-1 NEW YORK MTG TR COM PAR $.02 649604501 65,264 16,166 32.93 384 28.43 0.0016
2019-02-01 2018-12-31 13F NEW YORK MTG TR COM PAR $.02 649604501 65,264 16,166 384
2018-10-25 2018-09-30 13F NEW YORK MTG TR COM PAR $.02 649604501 49,098 -589 -1.19 299 0.00 0.0011
2018-07-20 2018-06-30 13F NEW YORK MTG TR COM PAR $.02 649604501 49,687 -21,387 -30.09 299 -28.98 0.0012
2018-04-18 2018-03-31 13F NEW YORK MTG TR COM PAR $.02 649604501 71,074 -552 -0.77 421 -4.75 0.0017
2018-01-17 2017-12-31 13F NEW YORK MTG TR COM PAR $.02 649604501 71,626 -41,391 -36.62 442 -36.40 0.0019
2017-10-17 2017-09-30 13F NEW YORK MTG TR COM PAR $.02 649604501 113,017 2,823 2.56 695 1.46 0.0032
2017-07-12 2017-06-30 13F NEW YORK MTG TR COM PAR $.02 649604501 110,194 -1,731 -1.55 685 -0.87 0.0035
2017-04-07 2017-03-31 13F NEW YORK MTG TR COM PAR $.02 649604501 111,925 -54,475 -32.74 691 -37.07 0.0038
2017-01-09 2016-12-31 13F NEW YORK MTG TR COM PAR $.02 649604501 166,400 453 0.27 1,098 9.91 0.0067
2016-10-12 2016-09-30 13F NEW YORK MTG TR COM PAR $.02 649604501 165,947 8,997 5.73 999 4.39 0.0064
2016-07-12 2016-06-30 13F NEW YORK MTG TR COM PAR $.02 649604501 156,950 -2,262 -1.42 957 26.75 0.0069
2016-04-08 2016-03-31 13F NEW YORK MTG TR COM PAR $.02 649604501 159,212 945 0.60 755 -10.55 0.0059
2016-01-11 2015-12-31 13F NEW YORK MTG TR COM PAR $.02 649604501 158,267 87,848 124.75 844 118.09 0.0069
2015-10-09 2015-09-30 13F NEW YORK MTG TR COM PAR $.02 649604501 70,419 -615 -0.87 387 -27.12 0.0034
2015-07-09 2015-06-30 13F NEW YORK MTG TR COM PAR $.02 649604501 71,034 47,328 199.65 531 188.59 0.0048
2015-04-13 2015-03-31 13F NEW YORK MTG TR COM PAR $.02 649604501 23,706 23,706 0.00 184 0.0017
2015-01-29 2014-12-31 13F NEW YORK MTG TR COM PAR $.02 649604501 0 -279,697 -100.00 0 -100.00
2014-10-10 2014-09-30 13F NEW YORK MTG TR COM PAR $.02 649604501 279,697 12,727 4.77 2,022 -3.02 0.0235
2014-08-20 2014-06-30 13F NEW YORK MTG TR COM PAR $.02 649604501 266,970 8,000 3.09 2,085 3.47 0.0270
2014-04-11 2014-03-31 13F NEW YORK MTG TR COM PAR $.02 649604501 258,970 -900 -0.35 2,015 10.96 0.0303
2014-01-06 2013-12-31 13F NEW YORK MTG TR COM PAR $.02 649604501 259,870 252,370 3,364.93 1,816 3,763.83 0.0310
2013-10-10 2013-09-30 13F NEW YORK MTG TR COM PAR $.02 649604501 7,500 6,000 400.00 47 370.00 0.0009
2013-07-09 2013-06-30 13F NEW YORK MTG TR COM PAR $.02 649604501 1,500 1,500 10 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.