What smart money is saying about Federal National Mortgage Association
FNMA
No fund has written a full thesis on Federal National Mortgage Association in our archive, but 1 fund letter reports a position in it — most recently Third Avenue Real Estate Value Fund in March 2026.
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Federal National Mortgage Association on record in the archive was reported in Q1 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- March 2026
“In Fund Management’s view, such a setback is likely to be temporary given the long-term fundamental setup, along with well-capitalized Fund holdings Fannie Mae and Freddie Mac stepping in to foster additional liquidity in the mortgage-backed security market to enhance affordability.”
Read the letterFederal National Mortgage Association
Read the letters behind these Federal National Mortgage Association positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger