Edgestream Partners, L.P.

Position in AGNC — AGNC Investment Corp.

CIK 1535061 Princeton, NJ

Position in AGNC

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$3,939,954

+$1,279,979 QoQ

Shares Held

392,817

+58.3% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Edgestream Partners, L.P. holds $22,825,944 across 7 REIT - Mortgage names. AGNC ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARI	Apollo Commercial Real Estate Finance, Inc.	501,541	$5,296,272
2	BXMT	Blackstone Mortgage Trust, Inc.	238,916	$4,575,241
3	AGNC	AGNC Investment Corp. This page	392,817	$3,939,954
4	STWD	Starwood Property Trust, Inc.	181,347	$3,122,795
5	LADR	Ladder Capital Corp	307,558	$3,004,841
6	DX	Dynex Capital Inc	206,154	$2,630,525
7	NLY	Annaly Capital Management Inc	12,119	$256,316

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,939,954	392,817	+58.3%	Shares	Sole	2026-05-18
2025-12-31	$2,659,975	248,132	+773.7%	Shares	Sole	2026-02-13
2024-09-30	$297,074	28,401	-80.9%	Shares	Sole	2024-11-14
2023-12-31	$1,460,493	148,878	+6.7%	Shares	Sole	2024-02-14
2023-09-30	$1,317,446	139,560	-29.7%	Shares	Sole	2023-11-15
2023-06-30	$2,012,050	198,623	+773.0%	Shares	Sole	2023-08-10
2023-03-31	$229,330	22,751	+44.7%	Shares	Sole	2023-05-15
2022-12-31	$162,722	15,722	-93.5%	Shares	Sole	2023-02-13
2022-09-30	$2,044,182	242,777	+124.2%	Shares	Sole	2022-11-14
2020-12-31	$1,689,027	108,271	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.